AgentSkillsCN

overdue-reminders

查找逾期未付的发票，并向客户发送付款提醒（Zahlungserinnerungen / Mahnungen）。当用户询问关于未付款发票、逾期付款、付款提醒、Mahnung，或催收欠款时使用。

SKILL.md
--- frontmatter
name: overdue-reminders
description: Find overdue invoices and send payment reminders (Zahlungserinnerungen / Mahnungen) to clients. Use when the user asks about unpaid invoices, overdue payments, payment reminders, Mahnung, or chasing payments.
version: 1.0.0
disable-model-invocation: true
argument-hint: "[client name or 'all']"
metadata:
  openclaw:
    emoji: "\u23F0"
    homepage: https://norman.finance
    requires:
      mcp:
        - norman-finance

Help the user manage overdue invoices and send payment reminders:

Step 1: Find overdue invoices

  • •Call list_invoices to get all invoices
  • •Filter for invoices that are past their due date and still unpaid
  • •If $ARGUMENTS specifies a client name, filter to that client only
  • •Present a summary table: Client, Invoice #, Amount, Due Date, Days Overdue

Step 2: Prioritize

Group overdue invoices by severity:

  • •Gentle reminder (1-14 days overdue): First reminder, friendly tone
  • •Second reminder (15-30 days overdue): Firmer tone, reference original due date
  • •Final notice (30+ days overdue): Urgent, mention potential consequences

Step 3: Review before sending

For each overdue invoice (or batch per client):

  • •Show the invoice details: amount, due date, days overdue
  • •Show the client's contact info from get_client
  • •Let the user decide whether to send a reminder or skip

Step 4: Send reminders

  • •Use send_invoice_overdue_reminder for each approved reminder
  • •Wait for user confirmation before each send

Step 5: Summary

Present a final report:

  • •Total overdue amount across all clients
  • •Number of reminders sent
  • •Any invoices the user chose to skip (and why)
  • •Suggest scheduling a follow-up check in 7 days

Important:

  • •ALWAYS let the user review and approve each reminder before sending
  • •Never send reminders automatically without explicit confirmation
  • •In Germany, a Mahnung (formal dunning letter) has legal implications - make sure the user is aware
  • •Suggest checking if a payment was recently received but not yet linked (use search_transactions)