Agent skill · marketing growth · anthropics
invoice-chase
Drafts overdue-invoice reminder emails from QuickBooks and PayPal data, matched to each customer's payment history and tone (gentle for good customers, firm for repeat late payers). Sends via PayPal with owner approval; non-PayPal invoices queue as mail drafts. Use when the user asks "who owes me money," mentions overdue invoices, or wants to follow up on unpaid invoices.
Why this skill is useful
Adds a workflow for drafting and sending overdue invoice reminders based on customer payment history and tone, which the AI wouldn't reliably generate on its own.
What it needs
Requires paypal, quickbooks, stripe installed locally. Requires paypal, quickbooks, stripe account access. About 3k tokens when loaded. Last updated 2026-08-07. 23,345 stars on the source repository.
What this skill does
Invoice Chase Quick start Pull the AR aging report, score each customer by payment history, draft a tone-matched reminder for each overdue invoice, and present them to the owner. Nothing sends until the owner says so. Setup (first run only) Ask the owner two questions before running for the first time: 1. Mail connector: "Do you use Gmail or Apple Mail for drafts?" — store the answer; use it for all non-PayPal draft queuing. 2. Stripe: "Do you use Stripe for invoicing? I can include Stripe invoices in the overdue sweep." — if yes, pull Stripe overdue invoices alongside QuickBooks. Do not ask again on subsequent runs. Workflow 1. Pull overdue receivables. Query QuickBooks AR aging for all invoices more than 1 day past due. If Stripe is enabled (owner confirmed at setup), also pull Stripe overdue invoices. 2. Cross-reference payment history. For each overdue customer, query PayPal for settled transactions using these parameters: transactionstatus: S (settled only — filters out pending and denied transactions that inflate result size and increase rate-limit risk) Date window: last 7 days ending today (not 14 or 30 — wider windows are the primary cause of PayPal 429 rate limit errors) If PayPal returns a 429 rate limit error: Retry once immediately with a 3-day window instead. If the retry also returns 429, skip the PayPal cross-reference entirely for this run. Flag all customers in the batch as "PayPal unavailable — verify manually" in the summary table. Proceed to scoring using QuickBooks history only. Do not silently drop the caveat. If a customer shows a settled payment within the query window, flag as "possibly paid — verify" and exclude from the draft queue. 3. Score each customer. Read reference/tone-matching.md for scoring logic. Result: good-payer, occasionally-late, or repeat-late. 4. Draft reminder emails. One email per customer — consolidate multiple overdue invoices into one email. Match tone to score. …
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/invoice-chase