Invoice Creation and Receivables Follow-Up
Create itemized invoices, reconcile outstanding balances, and draft collection emails backed by an accurate aging summary.
Before & after
Same prompt, same agent — the only difference is the skill.
You'll want to create an invoice that clearly shows the amount owed, what work was done, and when payment is due. A good invoice includes your company information, the client details, the work description, the date issued, and the due date. You should list out the line items with quantities and rates so it's clear how you arrived at the total. Include any taxes if applicable. It's helpful to add payment terms and your payment instructions. You might also want to include a reference number or purchase order number if the client provided one. Would you like me to help you draft the language for any specific section?
INVOICE GENERATED Invoice Number: INV-2026-0847 Issued: 2026-07-31 | Due: 2026-08-30 Bill To: ClientCorp Inc., Attn: Finance Department LINE ITEMS Q3 Monthly Retainer (July) ......................... 5,000.00 Q3 Monthly Retainer (August) ....................... 5,000.00 Q3 Monthly Retainer (September) ................... 5,000.00 Strategy consultation (8 hours at 500/hr) ......... 4,000.00 Subtotal .......................................... 19,000.00 Tax (9%) ........................................... 1,710.00 TOTAL DUE .......................................... 20,710.00 Payment instructions: Wire to account ending 4267, or check to YourBiz LLC DUNNING SEQUENCE (if unpaid) Day 30: Confirmation of invoice receipt, payment link Day 45: Friendly reminder, 30 days past due, confirm timeline for payment Day 60: Final notice, 60 days past due, contact CFO@yourbiz.com within 3 business days ARING SUMMARY Current (0-30) ..................................... 0 30-60 days past due ................................ 20,710.00 60+ days past due ................................... 0 Total outstanding .................................. 20,710.00
About this skill
“The invoice went out, but the payment still hasn't arrived.” Turn project details into an itemized invoice, then follow up with the exact balance and a clear payment request. Keep partial payments, disputes, and overdue dates straight before choosing how firmly to escalate.
What it does
- Builds invoices with quantities, rates, tax calculations, payment terms, and explicit due dates.
- Reconciles invoice totals against payments and credits so reminders request the remaining balance.
- Groups open invoices into nonoverlapping aging buckets using a stated reporting date.
- Drafts friendly, firm, and final scheduled reminders at 30, 45, and 60 days overdue.
- Routes disputes, promised payments, missing purchase orders, and payment-in-transit cases to the right next action.
- Flags unsupported taxes, fees, payment details, and escalation claims before they reach a customer.
What you get
A draft invoice, a collection email, an aging summary, or a complete invoice-and-follow-up package sized to your request. Each package distinguishes supplied facts from assumptions and identifies the specific details needed before sending.
Best for
Freelancers, agencies, consultants, and small-business finance teams that invoice clients and manage overdue receivables.
SKILL.md preview
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name: invoice-creation-and-receivables-follow-up
description: Creates itemized invoices, reconciles payments and credits, and drafts escalating collection emails using due-date aging and account status. Use when the user says "invoice this project", "turn these hours into an invoice", "write a payment reminder", "my client keeps paying late", "they paid part of the invoice", "show me what's overdue", or "set up a 30/45/60-day follow-up sequence".
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# Invoice Creation and Receivables Follow-Up
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