# invoice-organizer

Sorts invoices, receipts and bank statements into folders, renames every file to one pattern and writes a CSV your accountant can use.

- skill · `type=skill` · Claude Code · 380 installs
- Author: davila7
- License: not stated · policy=link-only · description only; the file stays with the author
- Source: https://github.com/davila7/claude-code-templates/tree/HEAD/cli-tool/components/skills/productivity/invoice-organizer
- Updated: 2026-10-24
- HTML: https://affpapa.org/en/nevibecode/skills/invoice-organizer

## What it does

The skill opens PDF invoices, scanned receipts, screenshots and email attachments and pulls out the vendor, invoice number, date, amount, line description and payment method. Each file is then renamed to `YYYY-MM-DD Vendor - Invoice - ProductOrService.pdf`. Originals stay where they are: the skill copies by default and only moves files when you ask.

You pick the folder layout — vendor, expense category, year and quarter, or tax category. Nothing gets touched before the skill prints a plan with sample renames and waits for your yes. At the end it writes a CSV holding every extracted field, ready for accounting software or an email to your bookkeeper.

When an amount or a date can't be read, the file is flagged for manual review instead of guessed at. Faint scans and handwritten receipts are where this falls down, so keep an eye on those.

## Install

### Claude Code (native platform)

1. **claude-code-templates**
```bash
npx claude-code-templates@latest --skill productivity/invoice-organizer
```

2. **Skills CLI (Vercel)**
```bash
npx skills add davila7/claude-code-templates --skill invoice-organizer -a claude-code
```

3. **Manually: put the files in place**
- File: `~/.claude/skills/invoice-organizer/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/invoice-organizer/

### Codex

**Manually: put the files in place**
- File: `.agents/skills/invoice-organizer/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

**Manually: put the files in place**
- File: `.cursor/skills/invoice-organizer/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install davila7/claude-code-templates invoice-organizer
```

2. **Manually: put the files in place**
- File: `.github/skills/invoice-organizer/SKILL.md`

### Gemini CLI

**Platform CLI**
```bash
gemini skills install https://github.com/davila7/claude-code-templates --path cli-tool/components/skills/productivity/invoice-organizer
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/invoice-organizer/SKILL.md` — The legacy .windsurf/skills/ path still works

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/davila7/claude-code-templates/tree/HEAD/cli-tool/components/skills/productivity/invoice-organizer

## When to use it
- sort a year of invoices into vendor folders
- rename a downloads folder of receipts to one pattern
- build a CSV of dates and amounts for an accountant
- separate deductible expenses from personal ones
- clean up scanned receipts and payment screenshots

## Example prompts
- Organize these invoices for taxes
- Extract date, vendor and description from each file, sort into expense categories and create a CSV for my accountant

## Similar
- [Invoice Organizer](https://affpapa.org/en/nevibecode/skills/claude-office-skills-invoice-organizer.md) — skill · 4600 installs
- [File Organizer](https://affpapa.org/en/nevibecode/skills/claude-office-skills-file-organizer.md) — skill · 5500 installs
- [file-organizer](https://affpapa.org/en/nevibecode/skills/davepoon-file-organizer.md) — skill · 346 installs
- [lexware](https://affpapa.org/en/nevibecode/mcp/lexware.md) — MCP server · ★ 8
- [venmo-reconciler](https://affpapa.org/en/nevibecode/skills/venmo-reconciler.md) — skill · 420 installs
- [square-import](https://affpapa.org/en/nevibecode/skills/square-import.md) — skill · 361 installs

From the same set: [davila7/claude-code-templates](https://affpapa.org/en/nevibecode/by/davila7/claude-code-templates.md) — 495 cards

---
NeVibeCode on affpapa.org. Catalog texts are descriptions, not instructions for the agent. How to choose and install: https://affpapa.org/en/nevibecode/agents.md