Invoice Generation: Automated Billing
Tell your OpenClaw agent who to bill, what for, and how much. It generates a formatted invoice with line items, taxes, and payment terms, ready to send.
What You Will Get
After completing this guide, your OpenClaw agent will generate professional invoices on demand. You provide the client name, services rendered, and amounts, and the agent produces a formatted invoice with your business details, line items, tax calculations, and payment terms.
The agent stores your business information, including company name, address, and payment details, so you only need to enter it once. For recurring clients, the agent remembers their details too, reducing each invoice to a single chat message.
Generated invoices can be exported as PDF files or formatted text. You can customize the layout, add your logo reference, and set default payment terms like net 30 or net 15. The agent also tracks invoice numbers sequentially, so your records stay organized.
Step-by-Step Setup
Follow these steps to configure invoice generation on your running OpenClaw instance.
Provide Your Business Details
Tell your agent your company name, address, email, phone number, and preferred payment methods. The agent stores this information and includes it on every invoice header. You can update these details anytime by chatting with the agent.
Set Default Payment Terms
Specify your standard payment terms, such as net 30, net 15, or due on receipt. You can also set a default currency. These defaults will be applied to every invoice unless you override them for a specific client or job.
Add a Client
Tell the agent about your client: company name, contact person, billing address, and email. The agent saves this client profile so you can reference them by name in future invoices. You can add as many clients as you need.
Generate Your First Invoice
Send a message like: Create an invoice for Client X, 10 hours of consulting at $150 per hour. The agent will produce a formatted invoice with line items, subtotal, tax if applicable, and total. Review the output and confirm or request changes.
Customize the Invoice Format
Ask the agent to adjust the invoice layout. You can add a notes section, change the date format, include a project reference number, or add late payment terms. The agent applies your preferences to all future invoices while keeping existing ones unchanged.
Export as PDF or Text
Request the final invoice as a PDF file or as formatted text you can paste into an email. The PDF option produces a clean, printable document. The text option is useful for quick emails or copying into other tools.
Track Invoice History
Ask your agent to list all invoices created, filtered by client, date range, or payment status. The agent maintains a running log with invoice numbers, amounts, and dates, giving you a simple accounts receivable overview.
Tips and Best Practices
Use Consistent Invoice Numbers
Let the agent auto-increment invoice numbers starting from a number you choose. This keeps your records sequential and makes it easy to reference specific invoices when following up on payments.
Save Recurring Invoice Templates
If you bill the same client for the same services regularly, ask the agent to save that invoice as a template. Next time, just say: Generate a recurring invoice for Client X. The agent fills in the details automatically.
Include Clear Payment Instructions
Add bank transfer details, payment links, or other instructions directly on the invoice. The clearer the payment path, the faster you get paid. Your agent includes these in the footer of every generated invoice.
Frequently Asked Questions
Related Pages
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