Can this skill handle recurring billing for MSPs?

Yes, it is specifically designed to handle recurring monthly service patterns common in the MSP industry, including managed services, backups, and security filtering.

Does it support sending invoices directly to clients via email?

Yes, the skill includes API patterns for triggering email delivery through QuickBooks Online, including setting the email status and specifying recipient addresses.

Does it manage tax calculations and service dates?

Yes, it supports mapping service dates for specific line items and configuring global tax calculation settings such as TaxInclusive or TaxExcluded.

Can I query for overdue invoices using this skill?

Absolutely. It provides specific API query patterns to identify invoices that are past their due date with an outstanding balance of greater than zero.

QuickBooks Online Invoice Management

Name: QuickBooks Online Invoice Management
Author: wyre-technology

bywyre-technology

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전자상거래 솔루션

Automates the creation, delivery, and lifecycle management of QuickBooks Online invoices for MSP billing cycles and project work.

This skill provides Claude with the specialized domain knowledge required to interface with the QuickBooks Online API for comprehensive invoice management. Optimized for Managed Service Providers (MSPs), it facilitates complex billing patterns such as recurring monthly service fees, project milestones, and hardware procurement. The skill enables Claude to construct detailed line items, apply appropriate payment terms, automate email delivery, and perform advanced queries on outstanding balances, significantly reducing the manual overhead of accounts receivable workflows within a development environment.

주요 기능

01Support for grouped service bundles and detailed line-item descriptions

02Advanced SQL-like querying for unpaid, overdue, or customer-specific records

03Full lifecycle control including sending, voiding, and sparse updates

04Automated creation of MSP-specific recurring and project-based invoices

05Seamless integration with QBO email delivery and PDF generation services

063 GitHub stars

사용 사례

01Generating batch monthly recurring invoices for managed service clients

02Automating project-based billing upon completion of technical milestones

03Monitoring and reporting on overdue accounts to streamline collections

What are Skills?·How to Install

Install with 🐟 Skill.Fish

npx skillfish add wyre-technology/msp-claude-plugins invoices

For use in Claude.ai and ChatGPT

Download Skill