Files
Andrew Yim 338176abbe feat: add D.intelligence Agent Corps (9 skills + shared infra)
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>
2026-03-09 00:49:04 +09:00

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 Code is 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_2026 template
  • 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/