invoice-chase

name	invoice-chase
version	0.2.0
description	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.

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.

User: "who owes me money"
→ Pull AR aging from QuickBooks
→ Cross-reference PayPal settlements (last 14 days)
→ Score each customer: good-payer / occasionally-late / repeat-late
→ Draft tone-matched reminders
→ Show summary table + drafts. Wait for "send these."

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: