Invoice Tracker

Stop chasing payments manually. This skill tracks your sent invoices, flags overdue ones, and drafts polite-but-firm payment reminders — so you get paid faster without the awkward follow-ups.

Run it weekly on a cron, or trigger it whenever you need to check who owes you money.

What You Get

• All outstanding invoices organized by status (paid, pending, overdue, severely overdue)
• Automatic overdue detection based on payment terms
• Drafted payment reminder emails for each overdue invoice
• Aging report showing how long invoices have been outstanding
• Revenue summary (total billed, total collected, total outstanding)

Setup

Required

• Invoice list — A CSV file, Google Sheet, or any structured list your agent can read. Minimum columns: client name, invoice number, amount, date sent, due date, status (paid/unpaid). More columns = better context.

Optional (but recommended)

• Send access — Gmail or email provider if you want the agent to send reminders after your approval
• Accounting integration — QuickBooks, FreshBooks, Wave, or Stripe for automatic invoice data
• Delivery channel — Telegram/Discord for overdue alerts

Configuration

Tell your agent:

1. Invoice list location — file path, Google Sheet URL, or accounting tool connection
2. Payment terms — your standard terms (default: Net 30)
3. Reminder style — your tone for follow-ups (professional, friendly, firm, casual)
4. Overdue thresholds — when to escalate (default: 7 days past due = reminder, 30 days = urgent, 60 days = escalation)
5. Check schedule — when to run (default: every Monday at 9:00 AM local)
6. Delivery — where to send the invoice digest (Telegram, Discord, file)
7. Currency — your billing currency (default: USD)

How It Works

Step 1: Load Invoice Data

• Read your invoice list from the configured source
• For each invoice, extract: client name, invoice number, amount, date sent, due date, payment status, notes
• Calculate days outstanding for each unpaid invoice

Step 2: Categorize Invoices

Sort all unpaid invoices into categories:

🟢 CURRENT — Not yet due

• Due date is in the future
• No action needed

🟡 DUE SOON — Due within 7 days

• Approaching due date
• Optional: send a friendly pre-due reminder

🔴 OVERDUE — Past due date (1-30 days)

• Payment is late
• Draft a polite reminder email

⚫ SEVERELY OVERDUE — 30+ days past due

• Payment is significantly late
• Draft a firmer follow-up with escalation language

Step 3: Draft Reminders

For each overdue invoice, draft a payment reminder: