DoctorClaw Invoice Tracker

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

🟢 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

Match the configured reminder style. Mark all as DRAFT — never send without approval.

Step 4: Compile Invoice 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

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."

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)