ar-followup
Obsidian-native accounts receivable management. Track invoices from creation through collection, send payment reminders, and never lose sight of outstanding money.
Nodig
- invoice-template — Invoice template used to log a new invoice.
- profile — Company or client profile — entity and relationship context.
- request — What to produce
- scope — `company`, or a client-id under — a string with one reserved value, not a closed set
- client-profile — loaded from your vault context
- invoices — loaded from your vault context
Zo vraag je het
- 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
Oplevert
- ar-aging (markdown)
- ar-summary (markdown)
- output (markdown)
Niveaubeginner
Invoerdata
Uitvoerspreadsheet
Vereist[none]
Rollen[Finance Manager]