Invoice Tracker

---

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

Setup

Required

Optional (but recommended)

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

Step 2: Categorize Invoices

Sort all unpaid invoices into categories:

**🟢 CURRENT — Not yet due**

**🟡 DUE SOON — Due within 7 days**

**🔴 OVERDUE — Past due date (1-30 days)**

**⚫ SEVERELY OVERDUE — 30+ days past due**

Step 3: Draft Reminders

For each overdue invoice, draft a payment reminder:

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

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

Want More?

This skill handles invoice tracking and payment reminders. But if you want:

**DoctorClaw** sets up complete OpenClaw systems for businesses:

→ [doctorclaw.ceo](https://www.doctorclaw.ceo)