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. Once you confirm, it renders the invoice as a PDF and attaches that document to the invoice record, so you have paperwork ready to hand over. 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.
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/skillsMore skills to try
Every skill answers a different question from the same connected data. Add one, ask, and see the working.
Runway calculator
Know exactly how many months and days of cash you have left.
Cash position
Know exactly how much cash you have, right now.
Cash balance trend
See whether your cash is going up or down, as a real history.
Expense breakdown
See where your company's money actually goes, no spreadsheets required.
Receivables aging
See who owes you money, and how long they've been sitting on it.
Bills due
See exactly what's coming due, in what order, and how much cash it adds up to.
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 and attaches a PDF to it. Sending either one to the client is still a separate, deliberate step you take yourself.
Does the PDF follow my own invoice numbering?
Well has no invoice-numbering sequence of its own. The PDF uses the reference you supply, so your existing numbering stays yours.
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.