skills.rest
shogo-labs
shogo-labsOFFICIAL
Explore all skills by this author →
WebsiteGitHub

invoice-manage

Automate invoice creation, tracking, and overdue follow-ups in canvas workflows.

12|6|Updated Dec 2, 2025
Search Tags:#automation#reminders#canvas#billing#invoice#cashflow
One-click install
npx skills add https://github.com/shogo-labs/shogo-ai --skill invoice-manage
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: invoice-manage
Source: https://github.com/shogo-labs/shogo-ai/tree/main/packages/agent-runtime/templates/sales-revenue/.shogo/skills/invoice-manage
Command: npx skills add https://github.com/shogo-labs/shogo-ai --skill invoice-manage

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Invoices and collections are error-prone and time-consuming; this skill automates invoice creation, status tracking, and overdue follow-ups to reduce manual work.

Core Features & Use Cases

  • Automated Invoice CRUD: Create, update, and track invoices with client, amount, status, and due date.
  • Reminders & Notifications: Send reminders for overdue invoices via messaging.
  • Reporting & Insights: Generate weekly cash-flow summaries and overdue metrics.

Quick Start

Provide client name, amount, and due date to create an invoice and trigger follow-up reminders.

Frequently Asked Questions about invoice-manage

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

FAQPage Schema
How do I automate invoice creation and overdue reminders for client billing?▼

You can automate invoice creation and overdue reminders by providing client name, amount, and due date. The system tracks invoice status and sends messaging notifications for overdue payments automatically.

What is the best way to track invoice status and follow up on overdue payments?▼

Tracking invoice status and following up on overdue payments is handled through a canvas-backed workflow with heartbeat-based overdue checks. It sends reminder messages automatically when invoices become past due.

Can I generate cash-flow summaries and overdue metrics from my billing data?▼

Yes, you can generate cash-flow summaries and overdue metrics from your billing data. The workflow produces weekly reporting insights based on tracked invoice statuses and client payment records.

Does this invoice automation workflow require any external dependencies or components?▼

No external dependencies or components are required. The invoice automation workflow operates independently using canvas_api_schema for CRUD operations, seed initialization, and heartbeat-based overdue checks.

How do I perform CRUD operations on invoices within a canvas-backed workflow?▼

CRUD operations on invoices are performed within a canvas-backed workflow using canvas_api_schema. You can create, update, and track invoices with client name, amount, status, and due date fields.

Related Skills

Explore More Finance & Accounting Skills→
rezosndrezosnd

invoice-generator

Generate pixel-perfect invoice PDFs from structured billing data via Puppeteer.

Community
Advanced
DavidsonGomesDavidsonGomes

fin-weekly-report

Consolidates weekly revenue and expense data from Stripe and Omie into an HTML report.

Community
Intermediate
hmzainjamilhmzainjamil
1

Invoice Automation

Automate invoice generation, delivery, tracking, and payment reconciliation across accounting workflows.

Community
Advanced
webrix-aiwebrix-ai
1

invoice-automation

Create and send invoices with payment links and track overdue payments.

Official
Advanced