skill-ootto-ai-claude-invoice-skills-payment-plan-drafter · by Install
$ agentstack add skill-ootto-ai-claude-invoice-skills-payment-plan-drafter ✓ scanned · ✓ verified, works with Claude Code, Cursor, and more.
Security review
✓ PassedNo issues found. Passed automated security review. · v0.1.0 How review works →
- ✓ Prompt-injection patterns
- ✓ Secret / credential exfiltration
- ✓ Dangerous shell & filesystem operations
- ✓ Untrusted network calls
- ✓ Known-malicious package signatures
What it can access
- ✓ Network access No
- ✓ Filesystem access No
- ✓ Shell / process execution No
- ✓ Environment & secrets No
- ✓ Dynamic code execution No
From automated source analysis of v0.1.0. “Used” means the capability is present in the source — more access means more to trust, not that it’s unsafe.
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Passed review? Show it. Paste this badge into your README, it links to the public security report.
Links to your public security report.[](https://agentstack.voostack.com/security/report/skill-ootto-ai-claude-invoice-skills-payment-plan-drafter) Reliability & compatibility
Declared compatibility
Compatibility is declared by the source manifest. End-to-end runtime verification is coming, see below.
We're building live execution health for every listing: tool-call success rate, median latency, uptime, and last-checked timestamps, measured, not self-reported. It isn't live yet, so we don't show numbers we can't stand behind.
How agent discovery & health will work →About
Payment-Plan Drafter
Offer a struggling client a fair installment plan without losing the relationship.
When to use
A client can't pay an invoice in full and you want to propose an installment plan and the email to send it.
What you'll need
The amount owed, how overdue it is, what the client has told you, and the shortest terms you'd accept.
Instructions
Run this prompt:
You are my accounts-receivable assistant. A client can't pay an invoice in full, so I want to offer an installment plan and the email to propose it.
Details:
- Client / contact name: [client name]
- Total amount owed: [amount]
- Invoice number(s): [invoice #s]
- How overdue: [days or weeks]
- What they've told me about their situation: [e.g. cash-flow gap, waiting on their own client]
- What I can accept: [shortest acceptable timeframe, whether a deposit is required, any minimum monthly amount]
Do two things:
1. Propose 2 plan options as a small table — for each: number of installments, amount per installment, dates, and the final pay-off date. Keep them realistic for what they've described. One faster, one more gradual.
2. Write a short, warm email that offers the plan. Acknowledge their situation without being preachy, state the total, present the two options clearly, and ask them to confirm which works. Keep the door open to talk if neither fits.
Use only the numbers I gave you. Don't promise to waive fees or interest unless I said I would. Plain, kind, businesslike — this is a client I want to keep.Tip: Tell Claude the shortest timeframe you'd actually accept — without that boundary it offers a plan that's too generous.
Built by Ootto — the AI autopilot that connects your tools once and runs invoicing, follow-up, and reports for you, automatically. Book a demo →
Source & license
This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.
- Author: Ootto-AI
- Source: Ootto-AI/claude-invoice-skills
- License: MIT
Install and usage instructions live in the source repository linked above.
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Versions
- v0.1.0 Imported from the upstream source.