AI back office ·
How to Create Invoices With Claude: Prompt, File and Connector
How to create invoices with Claude: a copy-paste prompt, getting a PDF or Word file, what to check, privacy settings and connecting Claude to your invoicing.
12 min read
Who it's for / Chimney sweeps
Chimney sweeps usually price a sweep per flue, often with a basic inspection included, and charge apart for a camera inspection, for example before a home sale, and for caps, dampers, liners and masonry repairs, which are quoted first. Most of the work lands in a few busy months before winter, and most customers need a sweep about once a year. Tell Clodou what you did and at what price: it writes the invoice or the quote, keeps the deposit on large jobs and reminds you when each customer is due again.
"Invoice the Garcias: sweep 2 flues at $199 and a stainless chimney cap at $185" writes two lines, $583. Clodou uses your prices; it never picks a price or an inspection level for you.
Quote a liner, a crown or a rebuild with your deposit terms in the note. When the customer accepts, turn the quote into the invoice and record the deposit; Clodou keeps the balance until the job is done.
"Remind me on September 15, 2027 to call the Garcias about their sweep" adds a task linked to the customer. It shows in your morning plan on the day.
Sweeps are usually priced per flue, with extra for a heavily glazed flue or a second appliance, and many sweeps include a visual inspection. A camera inspection, often asked for before a home sale or after a chimney fire, is usually its own price. Give Clodou each with your price, such as sweep, 2 flues at $199. Clodou never decides what level of inspection was done: you tell it.
Caps, top-sealing dampers and spark arrestors are often sold on the visit at the price you set. Liners, crowns and masonry repairs are quoted first, often with a deposit: write the terms in the quote's note, turn it into the invoice when the customer accepts and record the deposit as a partial payment. Log materials and equipment purchases as expenses, from a receipt photo you confirm, to see what each job cost.
Inspections for a home sale are often paid at closing: invoice the agent, the seller or the buyer as agreed, with the address in the line and the closing date as the due date. After each sweep, add a dated task for next year, linked to the customer. Whether parts and labor are taxed where you work is for you to check with your accountant; Clodou applies the rate you set, per line if needed.
Step 1
Invoice the Garcias for today: sweep 2 flues at $199 and a stainless chimney cap at $185. They paid on the spot. Remind me on September 15, 2027 to call them about their sweep.
Finds the Garcias and creates invoice INV-0266 with two lines: chimney sweep, 2 flues at $199, $398.00; stainless chimney cap, $185.00. No tax is set on this workspace, so the total is $583.00. It marks INV-0266 as sent, shows an approval card to record $583 received and adds a task due September 15, 2027, call the Garcias about their sweep.
Step 2
Quote the Garcias a stainless liner for the furnace flue: liner kit $1,450 and 6 hours of installation at $95. Note: 50% deposit to order, balance on completion.
Creates quote DEV-0047 with two lines: stainless liner kit, furnace flue, $1,450.00; installation, 6 hours at $95, $570.00. Total: $2,020.00, with the deposit terms in the note.
Step 3
They accepted and paid the $1,010 deposit. Turn DEV-0047 into an invoice and record it; I'll send it when the liner is in.
Creates draft invoice INV-0267 for $2,020.00 with the same lines and note, plus a reference to DEV-0047, and shows an approval card to record $1,010 received. Once you approve it, $1,010.00 is still owed and the invoice stays a draft.
Step 4
Invoice Pinecrest Realty for the camera inspection at 44 Elm Street: $295, due on the closing date, December 12.
Finds Pinecrest Realty and creates draft invoice INV-0268 with one line: camera chimney inspection, 44 Elm Street, $295.00. Total: $295.00, due December 12.
Invoice the Garcias: sweep 2 flues at $199 and a stainless chimney cap at $185
Quote the Garcias a stainless liner for the furnace flue: liner kit $1,450 and 6 hours of installation at $95, with a 50% deposit
Invoice Pinecrest Realty for the camera inspection at 44 Elm Street: $295, due on the closing date
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Every new workspace starts with a 14-day trial of Team, no card required. Then stay on Free: up to 5 clients and 20 AI actions a month; quotes and invoices have no separate cap, and making them in the chat uses AI actions.
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