freelance-invoice-tracker_skill

Overview

This skill automates invoice tracking and payment follow-ups for Indian freelancers. It monitors a Google Sheet of invoices, sends configurable email and WhatsApp reminders, tracks GST amounts, and generates monthly income summaries so freelancers spend less time chasing payments.

How this skill works

The skill reads an Invoices tab in a Google Sheet via the Sheets API using a service account. Each day it computes overdue days and tiers, then triggers reminders (email/WhatsApp) on configurable intervals and logs actions back to the sheet. It also aggregates payments and GST for monthly and quarterly reports and alerts the freelancer on escalations.

When to use it

• You want automated reminders for upcoming and overdue invoices
• You need GST tracking and simple summaries for filing preparation
• You want daily visibility of receivables without manual sheet checks
• You need multi-channel follow-ups (email + WhatsApp) for better payment response
• You want scheduled monthly income and GST reports for bookkeeping

Best practices

• Keep the Google Sheet structure exact (Invoices tab and Settings tab) to avoid parsing errors
• Use a dedicated service account and share the sheet with its email for stable API access
• Set REMINDER_DAYS and finalNoticeWarningDays to match your cash-flow tolerance
• Personalize email_signature and WhatsApp templates to maintain client relationships
• Test reminders with a sample invoice before enabling live schedules

Example use cases

• A solo designer who wants automated pre-due and overdue reminders without manual follow-up
• A freelance developer tracking GST collected and generating a monthly income summary for a CA
• A consultant who sends WhatsApp nudges for high-value invoices to speed up receipts
• A freelancer who wants daily 9 AM IST checks and alerts when invoices pass 30 days overdue
• A bookkeeping workflow that exports monthly totals and top clients for financial planning