Chase late invoices
Get a prioritized list of who to chase for payment, with their contact info and a message already drafted.
npx skills add wellapp-ai/skills --skill chase-late-invoices
Ask anything or use / for commands...
How the skill answers
Every step of the run, in order, with the card each one returns. A step that hands its work to another skill says which one.
- You ask
Who do I need to chase for payment?
- Pin the workspaceSkill useddefine-workspace
Workspaces
Pick the workspaces to work in.
Your workspaces - Confirm the connections this answer needsSkill usedconnect-tools
Connect a tool
Pick a tool to connect it to Well.
Available tools1 of 1
QuickBooks- Connection
- —
- Category
- Accounting
- Data
- Accounting
- Status
- —
- Last sync
- —
1 selected - Verify the rows landed
- Resolve your own companySkill usedconfirm-my-company
- Age the outstanding receivablesSkill usedage-receivables
Companies
4 results - Settle one ranking currencySkill usednormalize-currency
- Group by customer and score
- Pull relationship value per ranked customer
- Resolve contact info per ranked customer
- Draft one chase message per customer
- If any required step errors or returns unusable data
- Write the answer, then close
- You get
3 customers, ranked by amount overdue times days late: Bramblewood (€18.2K, 74 days), Kestrel Freight (€9.4K, 41 days), Northwind (€6.1K, 22 days). A drafted, ready-to-send message follows for each. Nothing goes out until you send it.
More skills to try
Every skill answers a different question from the same connected data. Add one, ask, and see the working.
Runway
Know how many months of cash you have at your current burn, with both sides of the division shown.
Cash position
Know how much cash you hold right now, with the accounts counted and the ones left out both stated.
Cost structure
See where your company's money actually goes, no spreadsheets required.
Receivables aging
See who owes you money, and how long they have been sitting on it.
Bills due
See what you owe and when, ordered by due date with a running total.
Rank clients by LTV
Find out what each customer is worth over its whole life, ranked from the most valuable down.
Frequently asked questions
Does this actually send the message?
No. It drafts a message per customer and hands it to you to review, edit, and send yourself. There is no send capability behind this skill.
How are customers ranked?
By a score: the amount overdue multiplied by the days the oldest of those invoices is past due, so the customers who owe the most for the longest come first. Each customer's historical paid revenue is shown alongside the score as a separate signal, in case you want to weigh a long-standing client differently.
Where does the contact info come from?
From the company record already stored in Well for that customer: its saved email addresses and phone numbers. If none are on file, this skill says so rather than guessing an address.
What about invoices it cannot rank?
They are named, not chased. An invoice with no due date, a payment status Well could not work out, a balance that is missing, or a settlement the source system claims but no bank payment backs is listed on its own line with a count, and no message is drafted from it.
Ask your first question today
Connect your tools, then ask in plain language. Every answer traces back to the record behind it. Free to start.