菜单
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.
用 Codex 或 Claude 帮你安装 复制这段 Prompt，粘贴到 Codex、Claude 或其他助手里，让它检查 Skill 页面并帮你完成安装。
基于 SOC 职业分类
Helps design statistically rigorous A/B tests for marketing campaigns, landing pages, and product features. Calculates required sample sizes, defines success metrics, sets up test variants, and analyzes results with confidence intervals. Prevents common testing mistakes like peeking and underpowered tests.
Detects abandoned carts and triggers recovery workflows including email sequences, discount offers, and retargeting campaigns. Analyzes cart abandonment patterns to identify friction points in the checkout flow. Tracks recovery rate and revenue recaptured.
Automates the bank reconciliation process by matching transactions from bank feeds with accounting records in QuickBooks or Xero. Identifies unmatched transactions, suggests matches for review, and flags discrepancies. Reduces manual reconciliation time and improves financial accuracy.
Creates multi-channel marketing campaigns with automated workflows. Designs email sequences, social media schedules, and ad targeting rules. Tracks campaign performance across channels and optimizes based on engagement metrics and conversion data.
Creates intelligent chatbot workflows that handle common customer queries, collect information, and route complex issues to human agents. Designs conversation flows, configures response templates, and tracks chatbot performance metrics like resolution rate and handoff rate.
Performs cohort analysis to understand user retention, engagement, and revenue patterns over time. Groups users by signup date, acquisition channel, or plan type and tracks how their behavior changes week over week. Identifies which cohorts retain best and what drives long-term engagement.
| 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) |
Automate invoice creation, sending, and payment tracking for faster cash collection.
Integrations: QuickBooks, Stripe
Create invoices from project data, time entries, or contracts.
Send invoices via email with payment links and track delivery.
Send automated reminders for overdue invoices with escalation.
Deliver:
