Invoice Follow-Up Drafter
Drafts tone-matched reminder emails for every customer who owes you money.
by anthropics · ★ 32,564 on GitHub
What it does
Claude pulls your overdue invoices and reviews each customer's payment history to judge how firm the reminder should be. It drafts a tailored reminder email for each overdue account and shows you everything before anything is sent. Nothing goes out without your approval.
Who it’s for
A good fit for bookkeepers, finance teams and business owners and small business owners and startup founders.
Do you need to code?
No. You can use this without writing or editing any code.
How to install
Add it as a skill, or as part of its plugin. This skill also ships inside a plugin, so you can upload just this skill to Claude, or install the whole plugin it comes in. See the step-by-step guide.
Safety note
Reads financial and payment data; can send reminders through PayPal with approval.
As with any add-on, only install skills from sources you trust, and read what it does first.
License
Apache-2.0