Trigger Phrases
Say any of these to activate this skill:
"invoice""create invoice""overdue""billing""send invoice""invoice status"
Tools Used
canvas_create canvas_update canvas_api_schema canvas_api_seed memory_write send_message
How It Works
# Invoice Management
When managing invoices:
1. **Track** — Use canvas_api_schema for invoice CRUD:
- Fields: client, amount, status (Draft/Sent/Paid/Overdue), dueDate, createdAt
2. **Build canvas** — Invoice management section:
- KPIs: total outstanding, total paid (30d), overdue count
- CRUD Table: invoices with client, amount, status badge, due date
- Buttons: Create Invoice, Mark Paid, Send Reminder (with mutations)
3. **Create** — When user asks to create an invoice:
- Parse client, amount, and due date from natural language
- Add to the CRUD API via canvas_api_seed
4. **Follow up** — On heartbeat, check for overdue invoices:
- Alert via `send_message` if any invoices are past due
- Log overdue status to memory
5. **Report** — Weekly summary of cash flow (paid vs outstanding)
When managing invoices:
1. **Track** — Use canvas_api_schema for invoice CRUD:
- Fields: client, amount, status (Draft/Sent/Paid/Overdue), dueDate, createdAt
2. **Build canvas** — Invoice management section:
- KPIs: total outstanding, total paid (30d), overdue count
- CRUD Table: invoices with client, amount, status badge, due date
- Buttons: Create Invoice, Mark Paid, Send Reminder (with mutations)
3. **Create** — When user asks to create an invoice:
- Parse client, amount, and due date from natural language
- Add to the CRUD API via canvas_api_seed
4. **Follow up** — On heartbeat, check for overdue invoices:
- Alert via `send_message` if any invoices are past due
- Log overdue status to memory
5. **Report** — Weekly summary of cash flow (paid vs outstanding)