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prepare-daily-receivables-brief

Prepare a daily customer receivables brief covering changes from the last 24 hours, open tasks, payments, newly overdue invoices, and today's priorities.

Skill by billabex

IndexedMIT
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Install

Works with Claude Code, Claude apps, Codex, Cursor, Gemini CLI, GitHub Copilot, VS Code, OpenCode, Goose, Windsurf. Read the repository before you give any tool access to your data.

npx agentmarket install skill/billabex-prepare-daily-receivables-brief

Asks which of your tools to add it to (Claude Code, Codex, Cursor, VS Code, Windsurf, Gemini CLI, Claude Desktop) and shows the change first. See https://agentmart.dev/cli.

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About

Prepare a daily customer receivables brief covering changes from the last 24 hours, open tasks, payments, newly overdue invoices, and today's priorities. Use for daily brief, morning review, or changes since yesterday.

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Permissions

What this skill can do and what it asks for, from its SKILL.md. Checked Oct 25, 2026.

Tools
No tools found
Secrets
None asked for
Install scripts
None found

Network hosts it talks to 1

  • codeload.github.com · found in install command

Files it touches

  • ~/.claude/skills/prepare-daily-receivables-brief

What's inside

Skill name
prepare-daily-receivables-brief
Description
Prepare a daily customer receivables brief covering changes from the last 24 hours, open tasks, payments, newly overdue invoices, and today's priorities. Use for daily brief, morning review, or changes since yesterday.
License
MIT
Instructions
12 lines in SKILL.md · view on GitHub

Files (1)

  • SKILL.md

SKILL.md (first lines)

# Prepare Daily Receivables Brief

1. Resolve the organization with `list-organizations` only when the context does not identify it.
2. Read the last 24 hours with `list-communications` (filtered on that date range, incoming and outgoing at once), `list-invoices`, `list-account-tasks`, and `list-customer-balances` as needed.
3. Summarize payments received, newly overdue invoices, customer replies, future emails already scheduled by Billabex, and tasks created because the agent needs user input.
4. Rank today's actions by urgency, financial exposure, and what is blocking the autonomous payment follow-up.

Keep this workflow read-only. Call a write tool only after the user explicitly requests that exact action and the target is unambiguous.

Respond in the language of the user's latest request. Copy proper names exactly. Never expose technical identifiers. Use natural business vocabulary and avoid internal terminology.

From billabex/claude-plugin, MIT.

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Last commit (this folder)
Oct 22, 2026 (9 days ago)

From GitHub (fetched Oct 24, 2026).

Details

License
MIT
First seen
Oct 24, 2026
Last checked
Oct 24, 2026

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prepare-daily-receivables-brief skill. Agent Mart. https://agentmart.dev/skills/billabex-prepare-daily-receivables-brief (last updated 2026-10-24)