Andrew Yim
338176abbe
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>
85 lines
2.8 KiB
Markdown
85 lines
2.8 KiB
Markdown
# Monthly Billing Checklist
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Agent #76 | `dintel-backoffice-mgr` | Shared Reference
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---
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## Pre-Billing (Month-End)
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- [ ] Query Notion Tasks Dashboard for all tasks with `Billable` = checked for the billing month
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- [ ] Verify `Client Code` is set on all billable tasks
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- [ ] Verify `Effort (hrs)` is filled in for all billable tasks
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- [ ] Flag any tasks missing billing fields -- notify Andrew
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## Per-Client Invoice Generation
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For each client with billable tasks:
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- [ ] Aggregate hours by service module (A1-A6, T1-T7, G1-G4)
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- [ ] Apply correct rate per module (reference: `06_PRICING-PACKAGES.md`)
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- [ ] Calculate subtotals per line item
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- [ ] Calculate 부가가치세(VAT) at 10%
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- [ ] Calculate total (공급가액 + VAT)
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- [ ] Generate invoice draft using `D.intelligence_Invoice_2026` template
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- [ ] Mark draft with `[DRAFT - Awaiting Review]`
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- [ ] Submit to Andrew for review
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## Post-Approval
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- [ ] Andrew approves invoice
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- [ ] Send invoice to client
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- [ ] Record in Google Sheets billing tracker
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- [ ] Set payment due date (typically 30 days)
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- [ ] Update Notion tasks: mark as billed
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## Payment Tracking
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- [ ] Monitor payment receipt by due date
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- [ ] If overdue: flag for Andrew (do NOT contact client directly)
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- [ ] Record payment date in Google Sheets
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- [ ] Reconcile: match payment to invoice
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## Monthly Close
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- [ ] All clients invoiced
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- [ ] All payments from previous month reconciled
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- [ ] Monthly expense summary prepared
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- [ ] Any outstanding items flagged for Andrew
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---
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## Client-Specific Notes
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| Client | Billing Cycle | Notes |
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|--------|--------------|-------|
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| JHR (조선호텔앤리조트) | Monthly | -- |
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| JAM (제이미성형외과) | Monthly | -- |
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| SLA (신라호텔) | Monthly | -- |
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| OurDigital | Internal | Not invoiced externally |
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---
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## Tax Calendar Reminders
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| Item | Frequency | Deadline |
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|------|-----------|----------|
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| 세금계산서 발행 | Monthly | 익월 10일까지 |
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| 부가가치세 신고 | Quarterly | 1/25, 4/25, 7/25, 10/25 |
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| 원천징수 신고 | Monthly | 익월 10일까지 |
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| 종합소득세 | Annual | 5/31 |
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| 법인세 | Annual | 3/31 (법인) |
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---
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## Document Templates Reference
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| Document | Template File | Format |
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|----------|--------------|--------|
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| 세금계산서 (Tax Invoice) | `D.intelligence_Invoice_2026` | PDF + TXT |
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| 용역계약서 (Service Contract) | `D.intelligence_Service_Contract_2026` | PDF + TXT |
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| 비밀유지계약서 (NDA) | `D.intelligence_NDA_2026` | PDF + TXT |
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| 근로계약서 (Employment Contract) | `D.intelligence_Job_Readiness_2026` | PDF + TXT |
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| 광고대행 계약서 | `D.intelligence_Ad_Agency_Contract_2026` | PDF + TXT |
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Template location: `/Users/ourdigital/Documents/D.intelligence Service Package/Source Files/문서 양식/`
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