Load context
On first use: Read ../../CLAUDE.md to obtain scenario-level configuration (company basic information/data source status/upgrade matrix).
/invoice-verification — Invoice verification
Examples
→ Example: The user says "I received a supplier invoice, help me check whether it is consistent with the contract terms." The system should invoke this skill to perform invoice terms verification.
→ Example: The user says "The bank account on the invoice is different from the one in the contract. Can we pay?" The system should invoke this skill to check the invoice payment information change.
→ Example: The user says "Help us review this large invoice to make sure there are no problems before proceeding with the payment process." The system should invoke this skill to perform a special review of the large invoice.
Supported invoice types
| Invoice type | Verification platform | Notes |
|---|---|---|
| VAT special invoice | Must be verified, nationally interoperable | Most core, largest tax involvement |
| VAT ordinary invoice (roll/electronic) | Verify | Supported by some platforms |
| Motor vehicle sales unified invoice | Verify | Linked with vehicle purchase tax |
| Toll invoice (toll road) | Limited verification | Supported only in some provinces and cities |
| Fixed-amount invoice (catering/parking) | Spot check | Cannot be verified online, manual checking required |
Verification steps
Step 1: Obtain verification parameters
Required parameters (4 items):
发票代码：发票左上角 10 位或 12 位代码
发票号码：发票右上角 8 位号码
开票日期：YYYY-MM-DD 格式
校验码：增值税专用发票的 20 位校验码（普票的 6 位）
（备注：如校验码不完整，用前 6 位 + 后 4 位替代）
Amount parameters (choose one of two):
不含税金额（开具金额）
价税合计金额（含税金额）
平台会取其中一种进行核对
Step 2: Perform verification
Verification entry:
官网：https://inv-veri.chinatax.gov.cn
API（已配置 MCP）：
→ 自动传入参数，返回结构化结果
手动（无 MCP 时）：
→ 打开查验平台网页
→ 依次输入上述 4 项参数
→ 获取查验结果
Step 3: Parse verification results
| Verification result | Meaning | Action |
|---|---|---|
| Consistent | All information on the invoice completely matches the system records | ✅ Verification passed |
| Inconsistent | Amount/tax ID/item name does not match system records | ❌ Suspected problem invoice, reject |
| No such invoice found | Invoice code + number does not exist in the system | ❌ Fake invoice, reject directly |
| Voided | The invoice has been voided by the issuer | ❌ Cannot be used, reject |
| Red reversal | The invoice has been reversed by the issuer | ❌ Cannot be used, reject |
| Out of control | The special invoice has been authenticated in another region, and the tax bureau marked it as out of control | ❌ Cannot be used, reject + escalate |
| Platform unavailable | The verification website cannot be accessed | ⚠️ Guide the user to take a screenshot as backup and require manual verification |
Special scenario handling
Scenario 1: Invoice delayed synchronization
Problem: The invoice was just issued, and the tax bureau system takes about 1 day to synchronize, so temporarily "no such invoice found"
Handling:
判断：开票日期距今 ≤ 5 个工作日
→ "一致"的概率高，标注"暂无法验真（发票数据同步延迟），建议 XX 日后再验"
→ 如员工急用，要求提供开票方的作废盘证明（证明未作废）
判断：开票日期距今 > 5 个工作日
→ 仍查不到 → 视为可疑，按"查无此票"处理
Scenario 2: Minor amount discrepancy
Issue: The verification platform returns "inconsistent", but the discrepancy amount is ≤ 1 yuan
Handling:
差异 ≤ 1 元 → 视为平台数据同步误差
→ ⚠️ 标注"金额轻微差异（±1 元内），建议核对后通过"
→ 要求员工提供开票方盖章的"价税合计说明"
差异 > 1 元
→ 按不一致处理，要求核实后重新提供发票
Scenario 3: Out-of-control invoice
Issue: The special VAT invoice status shows "authenticated (out-of-control)"
Handling:
失控发票不得作为进项抵扣凭证
→ ❌ 驳回报销申请
→ 🔴 升级至财务经理 + 税务专员
→ 记录供应商异常台账
→ 触发供应商重新资质审查
Review output template
═══════════════════════════════════════
发票验真报告
═══════════════════════════════════════
发票代码：[10/12位代码]
发票号码：[8位号码]
开票日期：[YYYY-MM-DD]
金额（含税）：[X,XXX.XX] 元
发票类型：[专用发票/普通发票/...]
查验结果：[一致/不一致/查无此票/作废/红冲/失控]
查验时间：[查验执行时间]
═══════════════════════════════════════
结论：[✅ 通过 / ❌ 驳回 / 🔴 升级]
[如通过：无额外操作]
[如驳回：原因说明 + 员工补正指引]
→ 假票/作废/红冲：要求换开发票
→ 失控发票：要求换票，同时记录供应商异常
→ 信息不一致：核实后重新提供正确发票
[如升级：说明升级原因和接收人]
═══════════════════════════════════════
Escalation trigger conditions
In the following circumstances, do not make an independent judgment after verification is completed, and escalate directly to the finance specialist:
- The invoice status is "out-of-control"
- The same supplier has ≥ 2 abnormal invoices within 3 months
- The employee is reimbursing this supplier for the first time, and the amount exceeds [fill in: e.g., 50,000 yuan]
- There is a substantive discrepancy between the verification result and the employee's declaration, and the employee refuses to provide supplementary explanation
Precautions
- Timeliness: Verification platform data has a delay of about 1 day, so newly issued invoices may fail verification on the same day
- Frequency limit: The platform limits the number of daily verifications for the same invoice (about 5 times); avoid repeated verification
- Verification ≠ compliance: Passing verification ≠ the invoice can be reimbursed (you must also check three-way matching/standard compliance/complete approval)
- Retain records: Each verification screenshot must be retained and archived as the basis for review
Finance Skills — invoice-verification atomic skill