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 / Painters & decorators
Painters price work by the room, by the square foot of wall or exterior, or by the hour, with prep such as patching, sanding and priming, and paint and supplies either included or billed on top. Most jobs start with an estimate, a deposit before the paint is bought and the balance when the job is done, and extra work agreed on site, such as an accent wall or a ceiling, is a change order. Tell Clodou what you agreed and it writes the estimate, turns it into the invoice and keeps track of the deposit and the balance.
"Estimate the Hendersons: 3 bedrooms at $650, 3 ceilings at $150 and paint and supplies at $420" writes three lines, $2,820. Clodou uses your prices; it never measures a room or picks a rate.
Write your deposit terms in the estimate's note. When the customer accepts, turn it into a draft invoice and record the deposit; Clodou keeps the balance until the job is done.
When the customer adds work, such as an accent wall, add it to the draft at your price before you send it, or quote it on its own if they want to agree to the price first.
Interior work is often priced by the room, and exteriors, commercial work and large walls by the square foot, such as 2,400 square feet at $2.25, $5,400; small jobs and touch-ups by the hour. Prep such as patching, sanding, caulking and priming can be included or a line of its own. Clodou takes the quantity and the price you give and never measures or estimates a surface.
Paint and supplies are either included in your price or billed as their own line, at cost or with the markup you set as an amount. Many painters take a deposit before buying the paint: write the terms in the estimate's note and record the deposit when the customer accepts. Some states limit how much a home improvement contractor may take up front, so check your state's rules before you set a deposit.
Extra work agreed on site, such as an accent wall, an extra coat or trim, is a change order: add it to the draft at your price before you send it, or quote it first if the customer wants to agree to the price. Log paint store receipts as expenses, from a photo you confirm, to see what each job cost. Whether labor and materials are taxed where you work is for you to check with your accountant.
Step 1
Estimate the Hendersons: 3 bedrooms at $650, 3 ceilings at $150 and paint and supplies at $420. Note: $850 deposit to book and buy the paint, balance on completion.
Finds the Hendersons and creates quote DEV-0144 with three lines: bedroom walls, 3 rooms at $650, $1,950.00; ceilings, 3 at $150, $450.00; paint and supplies, $420.00. No tax is set on this workspace, so the total is $2,820.00, with the deposit terms in the note.
Step 2
They accepted and paid the $850 deposit. Turn DEV-0144 into an invoice and record it, and log $386 from the paint store for the Henderson job.
Creates draft invoice INV-0802 for $2,820.00 with the same lines and note, plus a reference to DEV-0144, and shows an approval card to record $850 received; once you approve it, $1,970.00 is still owed. Records a $386.00 expense, paint and supplies for the Henderson job, with the paint store as the supplier.
Step 3
They asked for an accent wall in the living room at $175. Add it to INV-0802.
Adds a line to draft INV-0802: accent wall, living room, $175.00. The total is now $2,995.00, with $2,145.00 still owed after the deposit.
Step 4
Done today. I sent INV-0802, and they paid the $2,145 balance.
Marks INV-0802 as sent and shows an approval card to record $2,145.00 received. Once you approve it, the invoice is marked paid.
Estimate the Hendersons: 3 bedrooms at $650, 3 ceilings at $150 and paint and supplies at $420
Quote Northgate Dental for the exterior: 2,400 square feet at $2.25
Add an accent wall in the living room at $175 to the Hendersons' draft invoice
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