myb-p-mybooks-setuplisted

Set up and verify the MyBooks billing module (מודול חשבוניות והנהלת חשבונות) for a MyBusiness CRM customer — business identity and VAT settings, document types and numbering sequences including legacy-sequence continuation (המשך רצף ממערכת קודמת), credit-clearing setup (Upay/Pelecard), retainers / recurring charges (ריטיינר, הוראות קבע), hosted payment pages and embeddable payment buttons, document email dispatch, Israeli-compliance hookups (חשבונית ישראל, מבנה אחיד), ending with a verification pass that billing actually works. Use whenever a customer needs billing configured or checked: 'תקים את מודול החשבוניות', 'להמשיך רצף חשבוניות מהתוכנה הקודמת', 'הגדרת סליקת אשראי', 'להקים ריטיינר / הוראת קבע', 'דף תשלום ללקוחות', 'set up MyBooks', 'configure invoicing', 'recurring billing', 'payment page'. NOT for price-quote templates (use myb-p-price-quote-template), NOT for automations/triggers (use myb-p-trigger-setup), NOT bookkeeping advice — accounting decisions go to the customer's רואה חשבון.
AviMYB/mybusiness-plugins · ★ 2 · Data & Documents · score 63

Install: claude install-skill AviMYB/mybusiness-plugins

# MyBooks Setup / הקמת מודול החשבוניות MyBooks is the billing/documents app (`apps/mybooks/`) — it shares the `Accounts` and `Products` tables with CRM Core and produces legally-meaningful, numbered, **immutable** documents. Module truth (types, lifecycle, pages, settings): `../myb-p-kb/references/10-modules/02-mybooks.md`. This skill runs the setup end-to-end: scoping interview → staged configuration → verification pass. ## Safety posture — read before touching anything MyBooks touches real money and tax documents. Non-negotiable rules for this skill: 1. **Plan-then-confirm.** Before the first write of any kind (MCP or guided UI), present a short plan: what will be created/changed, and what is **irreversible** — produced documents cannot be edited or deleted, and per-type number sequences move **upward only** (KB §4, "Limitations & gotchas"). Get explicit user confirmation. 2. **Test with drafts.** Drafts (`AccountingHeadersDraft`) are the only editable/deletable stage (KB §4). All flow testing happens at draft level. **Never produce a final document as a "test" without the user's explicit approval** — a produced document consumes a number in the legal sequence and can only be corrected with a חשבונית מס זיכוי. 3. **Accountant gate.** Sequence continuation, VAT rate, credit-note usage, and allocation-number fallbacks are accounting/legal decisions. The skill asks; the customer's רואה חשבון decides. Never advise on tax. 4. **Zero credential handling.** Clearing-gateway cr