Skills

Invoice Automation

verified
Last updatedUpdated May 27, 2026

What this skill does

Automates the invoice lifecycle from creation to payment collection. Generates invoices from contract data or time entries, sends them via email, tracks payment status, and follows up on overdue invoices. Integrates with accounting software and payment processors.

Example

InputPROMPT

Generate and send invoices for all completed projects this month. Follow up on invoices overdue by more than 15 days.

OutputOUTPUT
Invoice Automation — May 2026 GENERATED New Invoices: 8 created ($124,500 total) Sent: 8 via email Payment Links: Stripe checkout links attached OVERDUE FOLLOW-UP INV-2024-041: Acme Corp — $18,000 — 22 days overdue — 2nd reminder sent INV-2024-038: TechStart — $7,500 — 18 days overdue — 1st reminder sent INV-2024-035: DataFlow — $12,000 — 16 days overdue — 1st reminder sent COLLECTIONS SUMMARY Collected This Month: $89,200 Outstanding: $37,500 Avg Days to Pay: 12 days (target: 14)

Required Tools

QuickBooksQuickBooks
StripeStripe

Compatible Agents

ClaudeClaude
CursorCursor
WindsurfWindsurf
ChatGPTChatGPT
Any MCP-compatible agentAny MCP-compatible agent
Integration

Add to your agent

Download Skill

Or install via CLI:

$ npx skills add webrix-ai/agent-skills --skill invoice-automation

Enterprise

Deploy Org-wide

SSO readyProvision to teams via RBAC
SecurityIdentity-aware execution
ComplianceSigned & verified skills
AnalyticsFull audit trail
GovernanceAuto-bundled with required MCP servers
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Invoice Automation | Willow Marketplace