Invoice Automation

Updated May 13, 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

PROMPT

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

OUTPUT

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

QuickBooks

Stripe

Compatible Agents

Claude

Cursor

Windsurf

ChatGPT

Any MCP-compatible agent

Add to your agent

Download Skill

Or install via CLI:
$ npx skills add webrix-ai/agent-skills --skill invoice-automation

Deploy Org-wide

Provision to teams via RBAC

Identity-aware execution

Signed & verified skills

Full audit trail

Auto-bundled with required MCP servers

Use with

Free for up to 5 users

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