Build a complete invoice generator by copying this prompt into Taskade Genesis. This prompt generates a billing app with automated calculations and payment status tracking.
The Prompt
Build an invoice generation system with a client directory, invoice builder, and payment tracker. Include fields for client name, billing address, line items with description, quantity, unit price, tax rate, and total. Add an AI agent that calculates subtotals, applies tax rates, generates invoice numbers sequentially, and drafts payment reminder emails for overdue invoices. Set up automations that send invoices via email on creation, flag invoices overdue by more than 30 days, and generate monthly revenue reports summarizing paid vs outstanding amounts.
What You Get
- Projects: Client directory, invoice database, payment ledger, revenue reports
- AI Agent: Calculator that handles tax, totals, and drafts payment reminders
- Automations: Email delivery on creation, overdue flagging, monthly revenue summaries
- Views: Table view for invoices, List view for clients, Board view for payment status
Customize Further
- Add multiple tax rate support for different regions or product categories
- Connect Stripe for online payment links in invoices
- Set up recurring invoices for retainer clients
- Add PDF export formatting for professional invoice delivery
Browse billing tools in the Community Gallery.
