skills.rest
ticruz38
ticruz38COMMUNITY
Explore all skills by this author →
𝕏@DucheneThibGitHub

Client Tracker

Track client payment behavior and history with SQLite-backed storage.

Updated Feb 10, 2026
Search Tags:#analytics#crm#payments#invoicing#credit-risk#csv-export#client-tracking
One-click install
npx skills add https://github.com/ticruz38/skills --skill client-tracker
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Client Tracker
Source: https://github.com/ticruz38/skills/tree/main/skills/client-tracker
Command: npx skills add https://github.com/ticruz38/skills --skill client-tracker

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Managing client payments, invoices, and communication across multiple systems is error-prone and time-consuming.

Core Features & Use Cases

  • Client Profiles: centralizes client data and payment statistics.
  • Payment History: tracks all payments and invoices, enabling cash-flow analysis.
  • Credit Risk Scoring: automated risk assessment to inform terms and onboarding.
  • Outstanding Balances & Alerts: real-time balance tracking and overdue indicators.
  • Communication Log: maintains a complete history of client interactions for context.

Quick Start

Create a client profile for a new client and start logging payments and communications.

Frequently Asked Questions about Client Tracker

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I track client payments and assess credit risk for outstanding invoices?▼

To track client payments and assess credit risk, you can log invoices and payment histories into centralized client profiles, which automatically calculate risk scores and flag overdue balances to streamline your CRM workflows.

What is the best way to maintain a client communication log alongside payment history?▼

Maintaining a client communication log alongside payment history requires centralizing client data to record interactions, track payment timelines, and generate reports that provide complete context for cash-flow analysis.

Can I export client payment data and balances to a CSV file for reporting?▼

Yes, you can export client payment data and balances to a CSV file for reporting, utilizing built-in CLI utilities that extract profiles, payments, and balances from the embedded SQLite-backed store.

Does this client tracking tool support automated credit risk scoring for new invoices?▼

Yes, this client tracking tool supports automated credit risk scoring for new invoices by analyzing tracked payment behavior and history to inform your terms and onboarding decisions.

How do I get started with logging client profiles and monitoring outstanding balances?▼

To get started logging client profiles and monitoring outstanding balances, create a new client profile to centralize their data, then begin recording payments and communications to activate real-time balance tracking and alerts.

Related Skills

Explore More Finance & Accounting Skills→
kbanc85kbanc85
283

new-person

Create and update structured person files with contact info, relationships, and history.

Community
Intermediate
CarvalhoJeoCarvalhoJeo

cash-flow-snapshot

Build 30/60/90-day cash flow forecasts from ERP, bank, and Pix/boleto/card data.

Community
Intermediate
keboolakeboola

invoice-management

Automate invoice creation, payment recording, and credit notes in CRM.

Official
Advanced
beyondkmpbeyondkmp
1

Email Composer

Draft professional emails from user-provided context, purpose, and tone.

Community
Basic