Invoice Chaser: Aging Report + Payment Reminder Drafts (AI Agent Skill)

On Sale

$5.00

Added to cart

Add to wishlist

See who owes what and how late it is, then get polite reminder drafts, one email per client.

WHAT IT DOES

Works out each open balance, days overdue and aging bucket (not yet due, 1–30, 31–60, 61–90, 90+), with totals by bucket and by client
Suggests a reminder stage: courtesy, friendly (1–14 days late), follow-up (15–30), firm (31–60), final (61+)
Puts disputed invoices on hold; invoices reminded in the last 7 days get a wait-until date
Accepts common column names (Invoice #, Customer, Total, Paid, Due) and currency-formatted amounts
Outputs Markdown, JSON and CSV, plus reminder drafts with no threats, late fees or legal language unless you give it a real policy

WHAT'S IN THE DOWNLOAD

SKILL.md, the aging script, an invoices CSV template, reminder templates for every stage, a 9-invoice worked example and 12 automated tests.

INPUT

An invoices CSV with invoice number, client, due date and amount (optional: email, paid, status, last reminder date, currency). One currency per file.

REQUIREMENTS

An AI agent that supports Agent Skills and can run local commands (your own account with that tool). Uses the open Agent Skills format supported by Claude Code, Cursor, Codex and others.
Python 3.8 or newer for the script. Standard library only, makes no network calls.

DRAFTS, NOT AUTOPILOT

This skill prepares drafts and reports for you to review. It never sends email, posts replies or contacts anyone. It works on what you paste or export; it doesn't connect to your email, accounting or review sites.

AI-ASSISTED

Built with AI assistance. This skill's script passes the automated tests listed above on Python 3.8 and 3.13. Your own AI agent writes the drafts, so read every draft before it reaches a customer.