Add 9 agent skills (#70-#77, #88) for D.intelligence business operations: brand guardian, brand editor, doc secretary, quotation manager, service architect, marketing manager, back office manager, account manager, and skill update meta-agent. Includes shared Python package (dintel), reference docs, document/quotation templates, service module CSVs, cross-device installer, and comprehensive user guide. Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
2.8 KiB
2.8 KiB
Monthly Billing Checklist
Agent #76 | dintel-backoffice-mgr | Shared Reference
Pre-Billing (Month-End)
- Query Notion Tasks Dashboard for all tasks with
Billable= checked for the billing month - Verify
Client Codeis set on all billable tasks - Verify
Effort (hrs)is filled in for all billable tasks - Flag any tasks missing billing fields -- notify Andrew
Per-Client Invoice Generation
For each client with billable tasks:
- Aggregate hours by service module (A1-A6, T1-T7, G1-G4)
- Apply correct rate per module (reference:
06_PRICING-PACKAGES.md) - Calculate subtotals per line item
- Calculate 부가가치세(VAT) at 10%
- Calculate total (공급가액 + VAT)
- Generate invoice draft using
D.intelligence_Invoice_2026template - Mark draft with
[DRAFT - Awaiting Review] - Submit to Andrew for review
Post-Approval
- Andrew approves invoice
- Send invoice to client
- Record in Google Sheets billing tracker
- Set payment due date (typically 30 days)
- Update Notion tasks: mark as billed
Payment Tracking
- Monitor payment receipt by due date
- If overdue: flag for Andrew (do NOT contact client directly)
- Record payment date in Google Sheets
- Reconcile: match payment to invoice
Monthly Close
- All clients invoiced
- All payments from previous month reconciled
- Monthly expense summary prepared
- Any outstanding items flagged for Andrew
Client-Specific Notes
| Client | Billing Cycle | Notes |
|---|---|---|
| JHR (조선호텔앤리조트) | Monthly | -- |
| JAM (제이미성형외과) | Monthly | -- |
| SLA (신라호텔) | Monthly | -- |
| OurDigital | Internal | Not invoiced externally |
Tax Calendar Reminders
| Item | Frequency | Deadline |
|---|---|---|
| 세금계산서 발행 | Monthly | 익월 10일까지 |
| 부가가치세 신고 | Quarterly | 1/25, 4/25, 7/25, 10/25 |
| 원천징수 신고 | Monthly | 익월 10일까지 |
| 종합소득세 | Annual | 5/31 |
| 법인세 | Annual | 3/31 (법인) |
Document Templates Reference
| Document | Template File | Format |
|---|---|---|
| 세금계산서 (Tax Invoice) | D.intelligence_Invoice_2026 |
PDF + TXT |
| 용역계약서 (Service Contract) | D.intelligence_Service_Contract_2026 |
PDF + TXT |
| 비밀유지계약서 (NDA) | D.intelligence_NDA_2026 |
PDF + TXT |
| 근로계약서 (Employment Contract) | D.intelligence_Job_Readiness_2026 |
PDF + TXT |
| 광고대행 계약서 | D.intelligence_Ad_Agency_Contract_2026 |
PDF + TXT |
Template location: /Users/ourdigital/Documents/D.intelligence Service Package/Source Files/문서 양식/