MCPInstall

invoice-aging

Track unpaid invoices by age bucket and flag overdue payments.

Installs
449
Last 24h
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Install

Works with every agent the skills CLI supports.

npx skills add https://github.com/openaccountant/skills --skill invoice-aging
  1. 01

    Install

    Run the command in your project. The CLI asks which agents to install for.

  2. 02

    Describe the task

    Ask your agent for something this skill covers. It loads invoice-aging automatically when relevant.

  3. 03

    Review the result

    The agent follows the SKILL.md steps, scripts and references bundled with the skill.

SKILL.md

The instructions your agent reads when the skill is triggered.

Invoice Aging Report

Overview

Analyze accounts receivable by sorting outstanding invoices into aging buckets: Current (0-30 days), 31-60 days, 61-90 days, and 90+ days. Identifies clients with chronically late payments and calculates total exposure.

Wilson Tools Used

  • transaction_search — find payment transactions matched to known clients or invoice references, identify gaps where expected payments are missing

Workflow

  1. Ask for the list of outstanding invoices (client name, invoice amount, invoice date, due date) or ask the user to describe their invoicing pattern.
  2. Use transaction_search to find all incoming payments from each client over the past 6 months.
  3. Cross-reference received payments against known invoice amounts and dates.
  4. For each unpaid or partially paid invoice, calculate days outstanding from the due date.
  5. Sort into aging buckets:
ACCOUNTS RECEIVABLE AGING — as of [Date]
═══════════════════════════════════════════════════════
Client          Current   31-60    61-90     90+     Total
────────────────────────────────────────────────────────
Acme Corp       $2,500      —        —        —     $2,500
Beta LLC            —    $1,800      —        —     $1,800
Gamma Inc           —       —     $3,200      —     $3,200
Delta Co            —       —        —     $5,000   $5,000
────────────────────────────────────────────────────────
TOTALS          $2,500   $1,800   $3,200   $5,000  $12,500
% of Total       20.0%    14.4%    25.6%    40.0%    100%
═══════════════════════════════════════════════════════
  1. Flag any client with invoices in the 90+ bucket.
  2. Calculate weighted average days outstanding.
  3. Recommend follow-up actions: send reminder (31-60), escalate (61-90), consider collections (90+).

Without Wilson

  1. Export your invoice list from your invoicing tool (QuickBooks: Reports > Customers & Receivables > A/R Aging Summary; FreshBooks: Reports > Accounts Aging; Wave: Reports > Aged Receivables).
  2. If no invoicing tool, create a spreadsheet with columns: Client, Invoice #, Amount, Invoice Date, Due Date, Paid Date, Paid Amount.
  3. Calculate days outstanding: =IF(PaidDate="", TODAY()-DueDate, PaidDate-DueDate).
  4. Assign buckets with: =IF(DaysOutstanding<=0,"Current",IF(DaysOutstanding<=30,"Current",IF(DaysOutstanding<=60,"31-60",IF(DaysOutstanding<=90,"61-90","90+")))).
  5. Pivot table: Rows = Client, Columns = Bucket, Values = Sum of Amount.
  6. For weighted average: =SUMPRODUCT(Amount,DaysOutstanding)/SUM(Amount).

Important Notes

  • Wilson tracks cash transactions, not invoices directly. This skill works best when you can provide a list of issued invoices to cross-reference against bank deposits.
  • Partial payments should be tracked. If an invoice is $5,000 and $3,000 was received, the remaining $2,000 is still outstanding.
  • Consider offering early payment discounts (e.g., 2/10 Net 30) for clients consistently in the 61-90+ buckets.

FAQ

What does the invoice-aging skill do?

Track unpaid invoices by age bucket and flag overdue payments.

How do I install invoice-aging?

Run npx skills add https://github.com/openaccountant/skills --skill invoice-aging in your project. The skills CLI detects the agents you use and copies the skill into the right folder. For Claude Code you can also place the skill folder at ~/.claude/skills/invoice-aging/ (personal) or .claude/skills/invoice-aging/ (project).

Which AI agents can use invoice-aging?

Any agent that supports the open Agent Skills format (a folder with a SKILL.md file), including Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, Windsurf, Cline, OpenCode and more.

Is invoice-aging safe to install?

No partner security audit is available yet. Skills can run commands and scripts, so read the SKILL.md and any bundled files before installing.

Who maintains invoice-aging?

It is published by openaccountant in openaccountant/skills. It has 449 recorded installs.

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