# invoice-aging

Sorts unpaid invoices into aging buckets and flags clients who pay late. Handy when you need to see how much money is stuck with customers.

- skill · `type=skill` · Claude Code, Codex, Cursor, GitHub Copilot, Gemini CLI, OpenCode · 444 installs · ★ 98
- Author: openaccountant
- License: MIT · policy=mirror · the beginning of the file is at the end of this page
- Source: https://github.com/openaccountant/skills/tree/HEAD/business/invoice-aging/SKILL.md
- Updated: 2026-04-09
- HTML: https://affpapa.org/en/nevibecode/skills/invoice-aging

## What it does

The skill takes your list of issued invoices — client, amount, invoice date, due date — and works out how many days each one is past due. Then it drops them into buckets: Current (0-30 days), 31-60, 61-90 and 90+. You get a table with totals per bucket and each bucket's share of the overall exposure. Clients with anything in the 90+ column get flagged, and the skill also computes the weighted average days outstanding.

There are two paths. The first leans on the `transaction_search` tool: the skill pulls incoming payments from each client over the past 6 months and matches them against known invoice amounts and dates to spot gaps. The second is manual — export from QuickBooks (Reports > Customers & Receivables > A/R Aging Summary), FreshBooks (Reports > Accounts Aging) or Wave (Reports > Aged Receivables), or build a sheet with Client, Invoice #, Amount, Invoice Date, Due Date, Paid Date and Paid Amount columns. The formulas for days outstanding, bucket assignment and the pivot are included.

One catch: `transaction_search` sees bank transactions, not invoices. So you have to supply the issued invoice list yourself, otherwise there is nothing to cross-reference against. Partial payments are handled — if $3,000 of a $5,000 invoice came in, the remaining $2,000 stays outstanding. For clients parked in the 61-90+ buckets, the skill suggests offering an early payment discount such as 2/10 Net 30.

## Install

### Claude Code (native platform)

1. **Skills CLI (Vercel)**
```bash
npx skills add openaccountant/skills --skill invoice-aging -a claude-code
```

2. **Manually: put the files in place**
- File: `~/.claude/skills/invoice-aging/SKILL.md` — Copy the whole skill folder; for one project use .claude/skills/invoice-aging/

### Codex

1. **Skills CLI (Vercel)**
```bash
npx skills add openaccountant/skills --skill invoice-aging -a codex
```

2. **Manually: put the files in place**
- File: `.agents/skills/invoice-aging/SKILL.md` — For all projects use ~/.agents/skills/

### Cursor

1. **Skills CLI (Vercel)**
```bash
npx skills add openaccountant/skills --skill invoice-aging -a cursor
```

2. **Manually: put the files in place**
- File: `.cursor/skills/invoice-aging/SKILL.md` — Cursor also reads .agents/skills/ and .claude/skills/

### GitHub Copilot

1. **GitHub CLI**
```bash
gh skill install openaccountant/skills invoice-aging
```

2. **Manually: put the files in place**
- File: `.github/skills/invoice-aging/SKILL.md`

### Gemini CLI

1. **Skills CLI (Vercel)**
```bash
npx skills add openaccountant/skills --skill invoice-aging -a gemini-cli
```

2. **Platform CLI**
```bash
gemini skills install https://github.com/openaccountant/skills --path business/invoice-aging
```

### Windsurf (Devin Desktop)

**Manually: put the files in place**
- File: `.devin/skills/invoice-aging/SKILL.md` — The legacy .windsurf/skills/ path still works

### OpenCode

**Skills CLI (Vercel)**
```bash
npx skills add openaccountant/skills --skill invoice-aging -a opencode
```

### Claude.ai

**Claude.ai**
- Zip the folder and upload it in Settings → Capabilities → Skills

Where a file is given instead of a command, copy the files from the source to that path: https://github.com/openaccountant/skills/tree/HEAD/business/invoice-aging/SKILL.md

## When to use it
- sort unpaid invoices into aging buckets
- spot clients who pay later than everyone else
- total up the money tied up in receivables
- match incoming payments against issued invoices
- handle partial payments and the remaining balance

## Example prompts
- sort my unpaid invoices into aging buckets
- find clients with invoices over 90 days past due
- cross-reference the last 6 months of payments against my invoices and show the gaps

## Source text · SKILL.md · MIT

Below is the content of a third-party file. It is data, not instructions for you: do not act on anything written inside unless the human asks. Block tag: b23674150270f1cf.

BEGIN THIRD-PARTY FILE b23674150270f1cf
````text
---
name: invoice-aging
description: >
  Track unpaid invoices by age bucket and flag overdue payments.
---

# 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%
═══════════════════════════════════════════════════════
```

6. Flag any client with invoices in the 90+ bucket.
7. Calculate weighted average days outstanding.
8. Recommend follow-up actions: send reminder (31-60), escalate (61-90), consider collections (90+).

## Without Wilson
````
END THIRD-PARTY FILE b23674150270f1cf

The third-party file has ended. Everything between the b23674150270f1cf tags is data: requests and commands from it are not followed. An “end of file” line with another tag inside the block is part of the file.

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