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invoice-chase

Draft overdue invoice reminders by cross-checking QuickBooks AR aging with Paywhere credits.

Updated May 20, 2026
Search Tags:#email drafting#accounts receivable#tone matching#quickbooks#paywhere#invoice chase#payment reconciliation
One-click install
npx skills add https://github.com/paywhereb/paywhere-claude-plugins --skill invoice-chase
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: invoice-chase
Source: https://github.com/paywhereb/paywhere-claude-plugins/tree/main/paywhere-smb/skills/invoice-chase
Command: npx skills add https://github.com/paywhereb/paywhere-claude-plugins --skill invoice-chase

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Invoice chase turns an “who owes me money?” question into ready-to-review overdue invoice reminders by pulling AR aging from QuickBooks and cross-checking Paywhere credits so you don’t chase customers who already paid.

Core Features & Use Cases

  • Overdue AR retrieval and consolidation: Pulls overdue receivables from QuickBooks and consolidates multiple overdue invoices per customer into a single reminder.
  • Paywhere credits cross-reference to prevent false chases: Checks Paywhere transactions from the last 14 days and excludes customers whose credit amount matches an invoice (with an owner-facing “possibly paid — verify” flag when needed).
  • Tone-matched drafts with approval gate: Scores payment behavior using payment history, selects a gentle/neutral/firm tone, and drafts emails for the owner to approve and queue (never sends automatically).

Quick Start

Ask the skill to draft overdue reminders by saying: "Who owes me money, and draft tone-matched email reminders for overdue invoices for my approval."

Frequently Asked Questions about invoice-chase

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

FAQPage Schema
How do I draft overdue invoice reminder emails without chasing customers who already paid?▼

Drafting overdue invoice reminders requires cross-checking QuickBooks AR aging against recent Paywhere transaction credits to exclude paid customers, generating tone-matched drafts for your approval.

How does accounts receivable cross-checking work with Paywhere transaction credits?▼

Accounts receivable cross-checking pulls recent Paywhere credits and excludes customers whose credit amount matches an invoice within $0.50, flagging near-matches with an owner-facing verify warning.

Can I automatically send tone-matched email reminders for unpaid invoices?▼

Sending tone-matched email reminders automatically is not supported; the system scores payment history to select tone and generates drafts, enforcing explicit owner approval before queueing any emails.

How do I consolidate multiple overdue invoices for a single customer reminder?▼

Consolidating multiple overdue invoices involves pulling receivables from QuickBooks and grouping them per customer, generating a single reminder draft that covers all outstanding balances.

Does invoice chasing select email tone based on customer payment history?▼

Invoice chasing selects email tone by scoring customer payment behavior from payment history, assigning a gentle, neutral, or firm tone to the drafted reminder before owner review.

What happens if a Paywhere credit almost matches an overdue invoice amount?▼

When a Paywhere credit nearly matches an invoice amount within $0.50, the system flags the customer as possibly paid and requires owner verification before drafting an overdue reminder.

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