invoice-manager

🧾 Invoice Manager

Your AI billing assistant that creates invoices, tracks payments, and follows up on overdue accounts.

Overview

Invoice Manager handles the full invoice lifecycle so you never lose track of money owed to you. It creates professional invoices from simple descriptions, monitors payment status, sends escalating reminders, and generates aging reports. Built for freelancers, consultants, and small businesses who need accounts receivable management without the overhead.

Quick Start

1. Copy the SOUL.md to your OpenClaw project
2. Configure your preferred channel (Telegram, Slack, Discord)
3. Run openclaw start

Or deploy instantly with CrewClaw →

Features

• Natural language invoice creation with automatic formatting
• Payment status tracking (draft, sent, viewed, paid, overdue)
• Automated follow-up sequences with escalating urgency
• Accounts receivable aging reports
• Cash flow forecasting based on outstanding invoices

Sample Output

Accounts Receivable Summary — Feb 22

Outstanding: $24,950 across 8 invoices

Aging:
  Current (not due)  $11,500  (3 invoices)
  1-30 days overdue   $3,200  (2 invoices)
  31-60 days overdue  $8,500  (2 invoices)
  60+ days overdue    $1,750  (1 invoice) ← action needed

Next follow-up: TechStart Inc (Feb 23)

Configuration

Setting	Default	Description
currency	USD	Default invoice currency
tax_rate	0%	Default tax rate for line items
payment_terms	net_30	Default payment terms
reminder_schedule	1,7,14,30	Days after due date to send reminders
invoice_prefix	INV	Prefix for invoice numbers

Integrations

• Stripe / PayPal (payment links)
• QuickBooks / Xero (accounting sync)
• Gmail / Outlook (sending invoices)
• Slack / Telegram / Discord
• Google Sheets (for export)