Skill: ceobotson-bot/doctorclaw-invoice-tracker (version 1.0.0)

--- name: doctorclaw-invoice-tracker description: "Invoice tracker — track sent invoices, flag overdue payments, draft follow-up reminders. Weekly cron or on-demand." version: 1.0.0 tags: [invoicing, finance, payments, follow-up, automation] metadata: clawdbot: emoji: "💰" source: author: DoctorClaw url: https://www.doctorclaw.ceo --- # 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: - **First reminder (1-7 days overdue):** Friendly, assume they forgot. "Just a quick reminder that Invoice #X is now past due." - **Second reminder (8-14 days overdue):** Professional but direct. "Following up on Invoice #X — please let me know if there are any questions about this balance." - **Third reminder (15-30 days overdue):** Firm. "Invoice #X is now [X] days past due. Please arrange payment at your earliest convenience." - **Escalation (30+ days):** Serious. "This is a final notice regarding Invoice #X. If we don't receive payment by [date], we may need to discuss next steps." Match the configured reminder style. Mark all as DRAFT — never send without approval. ### Step 4: Compile Invoice Digest Format the digest: ``` 💰 Invoice Digest — [Date] 📊 REVENUE STATUS Total billed (all time): $[X] Total collected: $[X] | Outstanding: $[X] Overdue amount: $[X] across [X] invoices ⚫ SEVERELY OVERDUE ([X] invoices — $[X] total) 1. [Client] — Invoice #[X] — $[amount] Sent: [date] | Due: [date] | [X] days overdue 📝 Reminder draft ready 🔴 OVERDUE ([X] invoices — $[X] total) 2. [Client] — Invoice #[X] — $[amount] Sent: [date] | Due: [date] | [X] days overdue 📝 Reminder draft ready 🟡 DUE SOON ([X] invoices — $[X] total) 3. [Client] — Invoice #[X] — $[amount] Due: [date] ([X] days) 🟢 CURRENT ([X] invoices — $[X] total) All on track — no action needed 💡 INSIGHTS • Oldest overdue: [Client] — [X] days ($[amount]) • Largest outstanding: [Client] — $[amount] • Collection rate this month: [X]% ``` ### Step 5: Deliver & Track - Send digest via configured channel - Show full reminder drafts below the digest for review - When user approves ("send reminder 1" or "send all"), send the emails - After sending, log the reminder in the invoice notes with today's date - Update invoice status if payment is confirmed ## Examples **User:** "Check my invoices" **Agent runs the workflow and responds:** > 💰 Invoice Digest — Monday, March 10 > > 📊 REVENUE STATUS > Total billed: $47,200 | Collected: $38,500 | Outstanding: $8,700 > Overdue: $4,200 across 3 invoices > > ⚫ SEVERELY OVERDUE (1 invoice — $2,400) > 1. **Greenfield Properties** — Invoice #1047 — $2,400 > Sent: Jan 15 | Due: Feb 14 | 24 days overdue > 📝 Draft: "Hi Lisa, this is a follow-up regarding Invoice #1047 for $2,400, now 24 days past due. Could you please provide an update on the payment timeline?" > > 🔴 OVERDUE (2 invoices — $1,800) > 2. **TechStart Inc** — Invoice #1052 — $1,200 > Sent: Feb 10 | Due: Mar 2 | 8 days overdue > 📝 Draft: "Hey James, just a friendly reminder that Invoice #1052 is a bit past due. Let me know if you have any questions about it." > > 3. **Bloom Studio** — Invoice #1054 — $600 > Sent: Feb 20 | Due: Mar 7 | 3 days overdue > 📝 Draft: "Hi Maria, quick heads up — Invoice #1054 was due on March 7th. Just wanted to make sure it didn't slip through the cracks!" > > 🟢 CURRENT (4 invoices — $4,500) > All on track **User:** "Send reminders 2 and 3. Mark Greenfield as payment received." **Agent:** Sends reminders to TechStart and Bloom. Updates Greenfield to "paid" with today's date. --- **User:** "Set up weekly invoice checks" **Agent:** Configures cron for Monday 9:00 AM, confirms: > "Invoice tracker scheduled for every Monday at 9:00 AM. I'll flag overdue invoices and draft reminders for your review." ## Customization Ideas - **Auto-generate invoices** — create invoices from completed project milestones - **Late fee calculator** — automatically calculate and include late fees per your terms - **Payment link inclusion** — add Stripe/PayPal payment links to reminder emails - **Client payment history** — track which clients consistently pay late - **Monthly revenue report** — summarize billings, collections, and trends each month - **Tax prep export** — export annual invoice data formatted for your accountant ## Want More? This skill handles invoice tracking and payment reminders. But if you want: - **Custom integrations** — connect to QuickBooks, Stripe, FreshBooks, or your specific invoicing tool - **Advanced automations** — auto-generate invoices, calculate late fees, sync with your accounting system - **Full system setup** — identity, memory, security, and 5 custom automations built specifically for your workflow **DoctorClaw** sets up complete OpenClaw systems for businesses: - **Guided Setup ($495)** — 2-hour live walkthrough. Everything configured, integrated, and running by the end of the call. - **Done-For-You ($1,995)** — 7-day custom build. 5 automations, 3 integrations, full security, 30-day support. You do nothing except answer a short intake form. → [doctorclaw.ceo](https://www.doctorclaw.ceo)


Security scan verdicts — ClawScan: clean | static analysis: clean | VirusTotal: clean | SkillSpector: clean (LOW)