Invoice from your catalog

by Bizer · Official

Build an invoice by chatting — Miles pulls each line from your saved products & services, adds any new ones, then emails it on your OK.

Sales

Open SKILL.md skill — use it with any AI agent. Recommended with Miles, the Bizer agent, which runs it out of the box.

How it works

What this skill does

Create and send an invoice just by talking to Miles — this is Bizer's own invoicing, so you don't need Stripe or any other billing tool.

  • Who — say who it's for; Miles reuses their billing details from People.
  • What — name your products or services; Miles pulls each from your catalog.
  • New ones — anything it doesn't recognize, it offers to add — you give the

price and it's saved for next time.

  • Confirm — Miles reads back the line-up and total before anything is billed.
  • Send — on your go-ahead it emails the invoice to the customer.

Before anything sends

Creating the invoice and emailing it both wait for your tap-approval. Adding a new product or service happens right away, after you confirm its price.

Requires

Nothing to set up. Your saved products & services live under Catalog, and customers come from People.

Category
Sales
Connections
None needed
Format
SKILL.md (open standard)
License
MIT
Author
Bizer (official)

Use this skill

Open SKILL.md skill — use it with any AI agent. Recommended with Miles, the Bizer agent, which runs it out of the box.

Add to Claude Code

/plugin marketplace add kelsi-bizer/bizer-ai-agent-skills
/plugin install bizer-skills@bizer-ai-agent-skills

← All AI agent skills

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