Starter Money skill
Track invoice due dates
Track invoice due dates with verified terms, status, ownership, disputes, reminders, and payment or collection evidence.
Calculate the date from the governing terms, not memory.
When to use
- Use for a small set of customer or vendor invoices.
- Do not store bank credentials or unnecessary personal data in the tracker.
Procedure
- Record invoice ID, counterparty, issue date, receipt date, currency, gross and open amount, purchase order, and owner.
- Verify terms from the contract, order, invoice, or accepted policy and identify which date starts the clock.
- Calculate due date, adjusting only through documented business-day or holiday rules.
- Track approval, dispute, credit, partial payment, scheduled payment, sent, received, overdue, and closed states.
- Set reminders before action dates and assign escalation owners.
- Link the source invoice and evidence without duplicating sensitive payment details.
- Reconcile the tracker to the accounting ledger and bank or processor outcome.
--- name: track-invoice-due-dates category: money description: Track invoice due dates with verified terms, status, ownership, disputes, reminders, and payment or collection evidence. Use when receivables or payables need a simple reliable calendar. --- # track-invoice-due-dates Calculate the date from the governing terms, not memory. ## When to use - Use for a small set of customer or vendor invoices. - Do not store bank credentials or unnecessary personal data in the tracker. ## Procedure 1. Record invoice ID, counterparty, issue date, receipt date, currency, gross and open amount, purchase order, and owner. 2. Verify terms from the contract, order, invoice, or accepted policy and identify which date starts the clock. 3. Calculate due date, adjusting only through documented business-day or holiday rules. 4. Track approval, dispute, credit, partial payment, scheduled payment, sent, received, overdue, and closed states. 5. Set reminders before action dates and assign escalation owners. 6. Link the source invoice and evidence without duplicating sensitive payment details. 7. Reconcile the tracker to the accounting ledger and bank or processor outcome. ## Done - An invoice tracker lists verified dates, terms, amounts, status, disputes, owners, reminders, and source links - Ledger and payment checks confirm open balances, due dates, partials, credits, and closed items