Invoice Manage

Built-in

Manage invoices — create, track status, and follow up on overdue payments

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Trigger Phrases

Say any of these to activate this skill:

"invoice" "create invoice" "overdue" "billing" "send invoice" "invoice status"

Tools Used

canvas_create canvas_update canvas_api_schema canvas_api_seed memory_write send_message

How It Works

Invoice Management

When managing invoices:

1. Track — Use canvas_api_schema for invoice CRUD:

• Fields: client, amount, status (Draft/Sent/Paid/Overdue), dueDate, createdAt

2. Build canvas — Invoice management section:

• KPIs: total outstanding, total paid (30d), overdue count

• CRUD Table: invoices with client, amount, status badge, due date

• Buttons: Create Invoice, Mark Paid, Send Reminder (with mutations)

3. Create — When user asks to create an invoice:

• Parse client, amount, and due date from natural language

• Add to the CRUD API via canvas_api_seed

4. Follow up — On heartbeat, check for overdue invoices:

• Alert via `send_message` if any invoices are past due

• Log overdue status to memory

5. Report — Weekly summary of cash flow (paid vs outstanding)

Templates Using This Skill

💰

Revenue Tracker

Tracks revenue metrics, manages invoices, and builds financial dashboards. Connects to Stripe and other payment tools.
🧾

Expense Manager

Tracks expenses by category, enforces budgets, flags anomalies, and generates monthly spending reports.
🧾

Invoice & Billing Manager

Tracks outstanding invoices, flags overdue payments, and generates billing summaries. Connects to Stripe and sends payment reminders automatically.

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