Draft invoice

Tell the assistant who to bill and for what, and it builds a real invoice in Well from the details you give it, then shows you the whole thing to check first. It never guesses a price, a tax id, or a due date. This is the one skill that writes data instead of reporting on it, so nothing is created until you say yes.

This is the one skill that writes data rather than reporting on it. It shows you the full draft and creates nothing until you confirm.

WWellapp
Draft an invoice for this client

Ask anything or use / for commands...

Required data in Well

The skill checks this first. If something is missing it tells you what to connect instead of returning an empty answer.

Add it to your assistant

Skills work in any assistant that speaks MCP: Claude, Codex, Cursor, and others. One command from skills.sh adds every skill, including Draft invoice. You sign in the first time a skill needs your data.

npx skills add wellapp-ai/skills

Frequently asked questions

Can it invent an amount or a due date?

No. Every field comes from what you supplied or from a saved company record. If something is missing it asks rather than filling a plausible value.

Does it send the invoice to the client?

No. It creates the record in Well. Sending it is a separate, deliberate step.

What if the client is already in Well?

It offers to reuse their saved details, with your confirmation, so you are not retyping a tax id you already have on file.

Ask your first question today

Connect your tools, then ask in plain language. Every answer traces back to the record behind it. Free to start.