Issuing an invoice in Stripe, PayPal, Square or Wave? This prompt kit guides you step by step from screenshots of the screen you actually see, and writes the line-item text for you to paste in.
What you get
- A main prompt with fields for platform, situation, client, work, amounts, currency, tax, discount, terms and payment methods
- One-step-at-a-time guidance that follows your screenshots or your description of menus and buttons
- Line-item descriptions ready to paste
- Help with first invoices, recurring invoices and deposit invoices
- The same approach adapted to similar tools such as QuickBooks, Xero, Zoho Invoice and FreshBooks
- A reminder to crop or blur card numbers, passwords, API keys and bank details before sharing
Who it's for
Freelancers and small business owners who bill through a payment platform and want to get the invoice right the first time. It is beginner-friendly, and because platform menus change often, it works from what is on your screen rather than a fixed click path.
Works with Claude, ChatGPT and other AI chats.
This is not tax or legal advice; confirm tax settings with your accountant or local tax authority.