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Track my freelance invoices

Build a skill that works against your client list, knows who paid, who is late, and when to send a polite-but-firm follow-up.

The more specific the description, the higher the quality of the skill.234 / 2000

Don't paste passwords, API keys, ID numbers, account details, or real document content. Describe in general terms.

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Why a custom skill beats a one-off prompt for invoice tracking

Tracking freelance invoices is not a one-shot task, it is a recurring weekly process that needs context: who your regular clients are, the payment terms you agreed with each, and the tone you use with them. A one-off prompt makes you re-explain all of this every week. A skill knows it once and runs every Sunday without you repeating yourself.

What makes this skill specifically yours

  • Your client list: their names, your rates, the payment terms you negotiated with each one. Another freelancer's list looks completely different, which is why this skill is not useful to anyone but you.
  • Your follow-up tone: friendly, formal, or firm? It depends on the client. The skill learns from 2-3 examples you paste and speaks in your voice.
  • Your cadence: Sunday morning with coffee and a weekly summary? End of month before issuing new invoices? A personal skill aligns with your rhythm, not the other way around.

Three things to include in your description

  1. Your client roster: client name, rate, payment terms (net-30 / net-60 / on-receipt), and preferred contact channel (email / WhatsApp).
  2. Where payment status lives: a Google Sheet, Green Invoice, Morning, or a manual table. The skill needs to know where to look.
  3. An example of a reminder you have written: 1-2 paragraphs of a real follow-up. The skill will mirror the tone.

What this skill is NOT

This is not a generic invoicing tool. It does not replace Green Invoice, Morning, or your accountant. It works on YOUR existing invoices wherever you store them, against YOUR client list, with YOUR follow-up tone. If you want a general-purpose tool maintained for everyone, the catalog has solid options.

Drop our catalog a look first

If you want a generic freelancer-ops skill maintained for everyone, check the agentskills.co.il/en/categories/tax-and-finance catalog. The generator is for the parts that are uniquely yours.

FAQ

How does the skill know who paid?
You update status manually, or paste a monthly bank summary. The skill does not connect to your bank directly, but it can read a table you maintain or a Green Invoice / Morning export if that is where you bill from.
What is the tone of the reminders?
Add 1-2 examples of past follow-ups you have sent. The skill will mirror the tone, friendly, professional, or firm. For freelancers, tone is half the client relationship, so the examples matter.
Why not use the general freelancer-ops skill in the catalog?
The catalog skill covers a standard workflow. Your personal skill knows your client names, your specific terms, and how you talk to each client. The difference is significant in practice.
When does the skill run?
Default is manually, once a week (Sunday morning works for most freelancers). With a cron or scheduler you can run it automatically, but many people prefer human control over when a reminder goes out.