Try ShogoBook a free call
Built-in

Invoice Manage

Manage invoices — create, track status, and follow up on overdue payments

Built-in Skill

Trigger Phrases

Say any of these to activate this skill:

  • "invoice"
  • "create invoice"
  • "overdue"
  • "billing"
  • "send invoice"
  • "invoice status"

Tools Used

canvas_create canvas_update canvas_api_schema canvas_api_seed memory_write send_message

How It Works

When managing invoices:

1. Track — Use canvas_api_schema for invoice CRUD:

    $&
2. Build canvas — Invoice management section:
    $&
3. Create — When user asks to create an invoice:
    $&
4. Follow up — On heartbeat, check for overdue invoices:
    $&
5. Report — Weekly summary of cash flow (paid vs outstanding)

Related templates

PieChart

Sales & Revenue

Pipeline management, deal tracking, client onboarding, revenue dashboards, and Stripe integration with multi-surface sales views.
DollarSign

Revenue & Finance Ops

Keep your financial health visible and your invoices under control. Pulls live Stripe metrics into a dashboard and automates invoice tracking and overdue follow-ups.

Ready to use Invoice Manage?

Create a free agent and install this skill in one click.

Get Started Free →