Overdue Invoice Chaser

Sales & Revenueby Helm

Stop chasing overdue invoices by hand.

Overview

The Overdue Invoice Chaser skill teaches an agent how to work accounts receivable: pull overdue invoices, group them by client, and draft a chase whose tone matches how late the balance is. Every draft waits for your approval, so nothing goes out without a check.

What's inside

The frameworks it teaches.

Escalation ladder

Tone and ask calibrated to how many days an invoice is past due.

Chase templates

Friendly reminder, polite follow-up, and firm notice, ready to fill in.

Consolidated chases

One clear email per client when several invoices are outstanding.

AR metrics

Days sales outstanding, aging buckets, and chase-to-payment rate.

Example tasks

Things you can hand it.

  • Draft chase emails for every client with an overdue invoice.
  • Consolidate a client's outstanding invoices into one follow-up.
  • Review this week's overdue balances by aging bucket.
  • Escalate a long-overdue account for a call.
How it works

Add it to an agent in seconds.

  1. 1

    Enable it on an agent

    Open any agent, pick this skill from the library, and it loads the frameworks into that agent.

  2. 2

    Tune it for the agent

    Override the prompt context for one agent without changing the library copy. One skill, many variants.

  3. 3

    Stack it with others

    Combine skills on a single agent so it carries every framework the job needs at once.

Put Overdue Invoice Chaser to work.

Skills are included on every Helm plan. Enable this one on any agent and it starts applying the frameworks right away.

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