Invoice Tracker Pro
完整的自由计费工作流程 - 生成专业发票、跟踪付款状态、发送自动提醒以及核对付款。当您需要向客户开具账单、跟进逾期付款、整理财务记录或为自由职业收入准备税务文件时使用。
安装 / 下载方式
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totalclaw install totalclaw:kambrosgroup~kambrosgroup-invoice-tracker-procURL直接下载，无需登录
curl -fsSL https://skills.taituai.com/api/skills/totalclaw%3Akambrosgroup~kambrosgroup-invoice-tracker-pro/file -o kambrosgroup-invoice-tracker-pro.mdGit 仓库获取源码
git clone https://github.com/openclaw/skills/commit/cd35b92325e8f9a67cd9c8f3b3ecf24d3ba96c49## 概述（中文） 完整的自由计费工作流程 - 生成专业发票、跟踪付款状态、发送自动提醒以及核对付款。当您需要向客户开具账单、跟进逾期付款、整理财务记录或为自由职业收入准备税务文件时使用。 ## 原文 # Invoice Tracker Get paid what you're owed. This skill handles the complete billing lifecycle — from invoice creation to payment reconciliation — with professional templates, automated reminders, and financial reporting. ## What It Does - **Invoice Generation**: Professional invoices from project data - **Payment Tracking**: Know who owes what and when - **Automated Reminders**: Polite follow-ups for overdue payments - **Payment Reconciliation**: Match payments to invoices - **Financial Reporting**: Revenue, aging, tax summaries - **Recurring Billing**: Retainers and subscription invoices - **Late Fee Management**: Calculate and apply late fees ## Quick Start ### 1. Create Your First Invoice ``` "Create an invoice for: Client: [Company Name] Client Email: [email] Project: [Project Name] Invoice #: INV-2024-001 Issue Date: [date] Due Date: Net 15 Line Items: 1. Website Design - $5,000 2. Development - $3,500 3. CMS Training - $500 Payment terms: Net 15, 1.5% late fee after 30 days Payment methods: Bank transfer, PayPal, credit card" ``` ### 2. Batch Invoice Creation ``` "Generate monthly invoices for my retainer clients: Client A: $2,000/month - Website maintenance Client B: $1,500/month - Ongoing consulting Client C: $3,000/month - Marketing support Period: January 2024 Terms: Net 30 Include: Hours summary, deliverables completed" ``` ### 3. Overdue Payment Follow-Up ``` "Create follow-up emails for overdue invoices: Invoice INV-2024-005 - $4,500 - 15 days overdue Invoice INV-2024-008 - $2,200 - 30 days overdue Invoice INV-2024-012 - $6,000 - 45 days overdue Tone: Professional but firm Include: Payment link, original invoice, late fee notice" ``` ## Invoice Structure ### Required Elements **Header**: - Your business name/logo - Invoice number (unique, sequential) - Issue date - Due date **Parties**: - From: Your business name, address, tax ID - To: Client name, contact person, billing address **Line Items**: | Description | Quantity | Rate | Amount | |-------------|----------|------|--------| | Service name | 10 hours | $100/hr | $1,000 | | Deliverable | 1 | $2,500 | $2,500 | **Totals**: - Subtotal - Tax (if applicable) - Discounts - **Total Due** **Footer**: - Payment instructions - Terms and conditions - Thank you message ### Professional Invoice Template ``` ┌─────────────────────────────────────────────────────────┐ │ [YOUR LOGO] INVOICE │ │ Your Business Name #INV-2024-001│ │ 123 Main Street Date: Jan 15 │ │ City, ST 12345 Due: Feb 1 │ │ contact@yourbusiness.com │ ├─────────────────────────────────────────────────────────┤ │ BILL TO: │ │ Client Company Name │ │ Attn: Accounts Payable │ │ 456 Business Ave │ │ City, ST 67890 │ ├─────────────────────────────────────────────────────────┤ │ PROJECT: Website Redesign │ ├─────────────────────────────────────────────────────────┤ │ Description │ Qty │ Rate │ Amount │ │ ──────────────────────┼─────┼───────────┼─────────────│ │ Discovery & Strategy │ 1 │ $1,500.00 │ $1,500.00 │ │ UI/UX Design │ 1 │ $3,000.00 │ $3,000.00 │ │ Frontend Development │ 40 │ $100.00 │ $4,000.00 │ │ CMS Integration │ 1 │ $1,500.00 │ $1,500.00 │ │ ──────────────────────┴─────┴───────────┼─────────────│ │ Subtotal │ $10,000.00 │ │ Tax (0%) │ $0.00 │ │ ─────────────────────────│ │ TOTAL DUE │ $10,000.00 │ ├─────────────────────────────────────────────────────────┤ │ PAYMENT OPTIONS: │ │ • Bank Transfer: [Account details] │ │ • PayPal: [PayPal.me link] │ │ • Credit Card: [Stripe/PayPal link] │ │ │ │ TERMS: Net 30. Late payments subject to 1.5% monthly │ │ service charge after 30 days. │ │ │ │ Questions? Contact: billing@yourbusiness.com │ │ Thank you for your business! │ └─────────────────────────────────────────────────────────┘ ``` ## Payment Tracking System ### Invoice Status Categories ``` DRAFT → Created but not sent SENT → Issued to client, awaiting payment VIEWED → Client opened invoice (if using online system) PARTIAL → Partial payment received PAID → Full payment received OVERDUE → Past due date, payment pending COLLECTIONS → Seriously overdue, escalation needed VOID → Cancelled/replaced ``` ### Aging Report Track overdue invoices by age: ``` Aging Report - February 2024 Client Invoice Amount 0-30 31-60 60+ ───────────────────────────────────────────────────────────── ABC Corp INV-005 $4,500 $4,500 XYZ Inc INV-008 $2,200 $2,200 123 LLC INV-012 $6,000 $6,000 ───────────────────────────────────────────────────────────── TOTALS $12,700 $2,200 $4,500 $6,000 ``` ## Automated Reminder Sequences ### Standard Follow-Up Schedule **Day 0**: Invoice sent **Day 7**: Friendly reminder (optional for Net 30) **Day 25**: Payment due soon **Day 31**: Overdue notice #1 **Day 45**: Overdue notice #2 **Day 60**: Final notice + late fee **Day 75**: Collections consideration ### Email Templates **Pre-Due Reminder (Day 25)**: ``` Subject: Payment Reminder: Invoice INV-2024-001 ($10,000) Hi [Name], Just a friendly reminder that invoice INV-2024-001 for $10,000 is due on [due date] (5 days from now). You can view and pay the invoice here: [link] Payment options: • Bank transfer (preferred) • PayPal: [link] • Credit card: [link] Please let me know if you have any questions or need any additional information. Thanks! [Your name] ``` **First Overdue Notice (Day 31)**: ``` Subject: Overdue Invoice: INV-2024-001 ($10,000) - Action Needed Hi [Name], I wanted to follow up on invoice INV-2024-001 for $10,000, which was due on [due date] and is now overdue. If you've already sent payment, please disregard this message and accept my thanks. If not, you can pay online here: [link] I'm happy to discuss any questions or concerns you may have. Please reply to this email or call me at [phone]. Best regards, [Your name] ``` **Second Overdue Notice (Day 45)**: ``` Subject: Second Notice: Overdue Invoice INV-2024-001 ($10,000) Hi [Name], This is my second notice regarding invoice INV-2024-001 for $10,000, originally due on [due date]. Per our agreement, a late fee of $150 (1.5%) will be applied to this invoice if payment is not received by [date + 15 days]. I value our working relationship and want to resolve this amicably. Please contact me to discuss payment arrangements if needed. Payment link: [link] Regards, [Your name] ``` **Final Notice (Day 60)**: ``` Subject: FINAL NOTICE: Overdue Invoice INV-2024-001 ($10,150) Hi [Name], This is a final notice regarding invoice INV-2024-001. Original amount: $10,000 Late fees applied: $150 Current balance: $10,150 If payment is not received within 15 days, I will need to escalate this matter to collections and suspend any ongoing work. I would prefer to avoid this. Please contact me immediately to discuss payment: [phone/email] Payment link: [link] [Your name] ``` ## Financial Reporting ### Monthly Revenue Report ``` Reven