Draft monthly invoices from tasks and time entries
An agency has Hermes Agent draft invoices for support work, which brings in roughly 50 percent of its revenue. The agent has access to Harvest and ClickUp and a skill that explains how the agency writes invoices. It reviews task status and history, creates the draft in Harvest and writes a bullet point summary for the client. A person always reviews and sends the invoice. Check the original, but the post does not say how much time it saves.
Done with HermesModerate
This is a public report, not advice from Skatteetaten, NAV, Altinn or an accountant. Check figures, deadlines and decisions against the original.
What was done
An agency has Hermes Agent draft invoices for support work, which brings in roughly 50 percent of its revenue. The agent has access to Harvest and ClickUp and a skill that explains how the agency writes invoices. It reviews task status and history, creates the draft in Harvest and writes a bullet point summary for the client. A person always reviews and sends the invoice. Check the original, but the post does not say how much time it saves.
How to do it
- Paste the prompt into the tool, and replace the text in brackets with your own.
- Read the answer through. Do not send, delete or publish anything until you have seen it yourself.
- Check the original before you trust a figure, a name or a date.
Try it with Hermes
Go through completed tasks in [project tool] and hours in [time tracking tool] for [period] and [client]. Check that each entry belongs to the right client and project, and that the work was approved. Create an invoice draft in [invoicing tool] and a bullet point summary for the client. Show me the draft and unclear entries before anything is marked ready. Do not send anything. You are done when the draft matches the hours and waits for my review.
Replace text in brackets with your own.
@corxntyn on X ·