ar-followup
Obsidian-native accounts receivable management. Track invoices from creation through collection, send payment reminders, and never lose sight of outstanding money.
Inputs
- request — What to produce
- scope — Company or client-id
- client-profile — loaded from your vault context
- invoices — loaded from your vault context
How you ask
- Log a new invoice for client Acme Corp — $5,000 due in 30 days
- Send payment reminders for all overdue invoices
- Run an AR aging report for this quarter
- Check which invoices are still outstanding
Outputs
- ar-aging (markdown)
- ar-summary (markdown)
- output (markdown)
Levelbeginner
Inputdata
Outputspreadsheet
Setup[none]
Roles[Finance Manager]