# Invoice Aging

> >

- **Type:** Skill
- **Install:** `agentstack add skill-openaccountant-skills-invoice-aging`
- **Verified:** Yes — security-reviewed for prompt injection and unsafe behavior
- **Seller:** [openaccountant](https://agentstack.voostack.com/s/openaccountant)
- **Installs:** 0
- **Category:** [Finance & Payments](https://agentstack.voostack.com/c/finance-and-payments)
- **Latest version:** 0.1.0
- **License:** MIT
- **Upstream author:** [openaccountant](https://github.com/openaccountant)
- **Source:** https://github.com/openaccountant/skills/tree/main/business/invoice-aging

## Install

```sh
agentstack add skill-openaccountant-skills-invoice-aging
```

Requires the [AgentStack CLI](https://agentstack.voostack.com/docs/cli). Works with Claude Code, Cursor, and any MCP-compatible agent.

## About

# 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
1. Export your invoice list from your invoicing tool (QuickBooks: Reports > Customers & Receivables > A/R Aging Summary; FreshBooks: Reports > Accounts Aging; Wave: Reports > Aged Receivables).
2. If no invoicing tool, create a spreadsheet with columns: Client, Invoice #, Amount, Invoice Date, Due Date, Paid Date, Paid Amount.
3. Calculate days outstanding: `=IF(PaidDate="", TODAY()-DueDate, PaidDate-DueDate)`.
4. Assign buckets with: `=IF(DaysOutstanding<=0,"Current",IF(DaysOutstanding<=30,"Current",IF(DaysOutstanding<=60,"31-60",IF(DaysOutstanding<=90,"61-90","90+"))))`.
5. Pivot table: Rows = Client, Columns = Bucket, Values = Sum of Amount.
6. For weighted average: `=SUMPRODUCT(Amount,DaysOutstanding)/SUM(Amount)`.

## Important Notes
- Wilson tracks cash transactions, not invoices directly. This skill works best when you can provide a list of issued invoices to cross-reference against bank deposits.
- Partial payments should be tracked. If an invoice is $5,000 and $3,000 was received, the remaining $2,000 is still outstanding.
- Consider offering early payment discounts (e.g., 2/10 Net 30) for clients consistently in the 61-90+ buckets.

## Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

- **Author:** [openaccountant](https://github.com/openaccountant)
- **Source:** [openaccountant/skills](https://github.com/openaccountant/skills)
- **License:** MIT

Install and usage instructions live in the source repository linked above.

## Pricing

- **Free** — Free

## Security capabilities

Automated source analysis of v0.1.0 — what this tool can access:

- **Network access:** no
- **Filesystem access:** no
- **Shell / process execution:** no
- **Environment & secrets:** no
- **Dynamic code execution:** no

*"Yes" means the capability is present in the source — more access means more to trust, not that it is unsafe.*


## Versions

- **0.1.0** — security scan: passed — Imported from the upstream source.

## Links

- Listing page: https://agentstack.voostack.com/l/skill-openaccountant-skills-invoice-aging
- Seller: https://agentstack.voostack.com/s/openaccountant
- Browse the marketplace: https://agentstack.voostack.com/browse

---
Listed on AgentStack — the marketplace for AI agent skills and MCP servers. Every listing is security-reviewed. Creators keep 70%.