invoice-automation

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