| name | invoice-automation |
| displayName | Invoice Automation |
| tagline | Automate invoice creation, sending, and payment tracking for faster cash collection. |
| description | 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.
|
| department | ["Finance","Accounting"] |
| use_cases | ["Invoicing","Accounts Receivable","Payment Collection"] |
| tools_required | ["QuickBooks MCP","Stripe MCP"] |
| agents_compatible | ["Claude / Claude Code","Cursor","Windsurf","ChatGPT","Any MCP-compatible agent"] |
| author | Webrix |
| verified | true |
| updatedAt | "2026-05-08T00:00:00.000Z" |
| version | 1.0.0 |
| exampleInput | Generate and send invoices for all completed projects this month.
Follow up on invoices overdue by more than 15 days.
|
| exampleOutput | 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)
|
Invoice Automation
Automate invoice creation, sending, and payment tracking for faster cash collection.
Integrations: QuickBooks, Stripe
When to Use
- The user needs to generate and send invoices
- Overdue invoices require follow-up
- The user mentions "invoicing", "accounts receivable", or "payment tracking"
Steps
Step 1: Generate Invoices
Create invoices from project data, time entries, or contracts.
Step 2: Send and Track
Send invoices via email with payment links and track delivery.
Step 3: Follow Up on Overdue
Send automated reminders for overdue invoices with escalation.
Output
Deliver:
- Generated invoices with payment links
- Overdue follow-up report
- Collections summary and aging report
