DoctorClaw Invoice Tracker

Invoice tracker — track sent invoices, flag overdue payments, draft follow-up reminders. Weekly cron or on-demand.

Security Scan

The skill's instructions, requested resources, and behavior are consistent with an invoice-tracking tool — it is instruction-only and does not ask for unrelated permissions or installs.

Purpose & Capability

The name/description match the SKILL.md: it reads invoice data, categorizes overdue items, drafts reminders, compiles digests, and optionally sends messages. Optional integrations (email, QuickBooks, Stripe, Telegram/Discord) are coherent with invoicing tasks.

Instruction Scope

The instructions explicitly require reading an invoice list (CSV, Google Sheet, or accounting tool) and optionally writing back (logging reminders, updating status) and sending emails/alerts. These actions are within the stated purpose, but they entail accessing user data and external accounts — the skill correctly marks sends as DRAFT pending user approval.

Install Mechanism

No install spec or code files are present (instruction-only). Nothing will be downloaded or written to disk by an installer, minimizing supply-chain risk.

Credentials

The skill metadata declares no required environment variables or credentials. Functionally, optional features (Gmail, QuickBooks, Stripe, Telegram/Discord) will require credentials or OAuth tokens if used. That is proportional to the optional features, but users should only provide the minimum-access tokens required by those services.

Persistence & Privilege

always is false and the skill is user-invocable; autonomous invocation is allowed (platform default) but not elevated. The skill does not request system-wide config or other skills' credentials.

Assessment

This is an instruction-only invoicing assistant and appears to do what it says. Before enabling or using it, be aware that: (1) it needs access to your invoice data (local file, Google Sheet, or accounting service) and, if you want it to send reminders, email or messaging account access — only grant OAuth tokens or API keys with least privilege; (2) the SKILL.md marks reminder emails as drafts which is good — avoid auto-send unless you explicitly approve; (3) if you store invoices in shared Google Sheets or chat channels, consider redacting or restricting sensitive fields (bank details, full card numbers); (4) using Telegram/Discord for delivery may expose invoice summaries in less-private channels — pick secure delivery; (5) because it's instruction-only, no code will be installed locally, but the agent will interact with external services you connect. If you need higher assurance, ask the publisher for details on how OAuth/tokens are handled and whether any logs are stored externally.

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