freight-invoice-tracker

name

freight-invoice-tracker

description

Auto-generate freight invoices after POD confirmation, track accounts receivable aging, send payment reminders, and monitor carrier payments. Use when a load is delivered and needs invoicing, broker wants AR status, an invoice is overdue, or payment reminders are needed. Triggered by phrases like "invoice load", "AR report", "paid invoice", "overdue invoices", "remind shipper", or automatically after POD confirmation.

Freight Invoice Tracker

Automatically generates invoices when deliveries are confirmed, tracks AR aging, and sends payment reminders.

Setup

# reportlab for PDF generation
pip3 install reportlab

# SMTP config (same as email-parser)
export EMAIL_HOST=imap.gmail.com
export EMAIL_USER=[e-mail]
export EMAIL_PASS=xxxx-xxxx-xxxx-xxxx

Usage

Generate invoice

cd skills/freight-invoice-tracker/scripts
python3 invoice_generator.py --load-id LOAD-001 --shipper "ABC Manufacturing" --amount 3500
python3 invoice_generator.py --load-id LOAD-001 --shipper "ABC" --amount 3500 --email [e-mail]

AR Report

python3 ar_tracker.py --report
python3 ar_tracker.py --check-aging

Payment reminder

python3 payment_reminder.py --invoice INV-00001 --days 38

AR Aging Buckets

Bucket	Days	Action
Current	0-30	No action
Aging	31-60	Friendly reminder at 45 days
Overdue	60+	Firm reminder, collection prep

Broker Text Commands

Command	Action
invoice load [ID]	Generate invoice for a load
AR report	Get accounts receivable summary
paid [invoice#]	Mark invoice as paid
remind [invoice#]	Send payment reminder
overdue invoices	List all overdue invoices

Example SMS Outputs

Invoice sent:

📄 INVOICE SENT - #4521
To: ABC Manufacturing
Amount: $3,500 | Due: Jan 15 (Net 30)
Load: Dallas→Chicago
Margin: $500 (14%)

Reply 'paid' when received

AR summary:

📊 AR SUMMARY
Total: $47,200 outstanding
Current (0-30d): $28,500 (6 invoices)
Aging (31-60d): $12,700 (3 invoices)
Overdue (60d+): $6,000 (1 invoice)

Oldest: ABC Shipper - $3,500 (62 days)

Overdue alert:

⚠️ OVERDUE - Invoice #4521
ABC Manufacturing | $3,500 | 38 days

Reply 'remind' to send follow-up
Reply 'note [text]' to add note

Cron Setup (Daily AR Check)

# Daily at 8am
0 8 * * * cd /path/to/freight-invoice-tracker/scripts && python3 ar_tracker.py --check-aging >> /tmp/ar-alerts.log 2>&1

Integrations

This skill uses the following external services. See INTEGRATIONS.md for detailed setup instructions, API documentation links, and implementation guidance.

Service	Purpose	Section in INTEGRATIONS.md
QuickBooks Online API	Invoice sync and accounting	Skill 4: QuickBooks Online API
Stripe	Credit card payments (optional)	Skill 4: Stripe
Gmail/Microsoft Graph	Send invoice emails	Skill 2: Email Providers
Twilio	SMS notifications	Shared Infrastructure: Twilio

Invoice Storage

• PDF invoices: ~/.freight-broker/invoices/INV-{number}.pdf
• Invoice records: SQLite database (invoices table)
• Sequential numbering starting at 00001
• See INTEGRATIONS.md for complete integration architecture