Track every invoice from sent to paid and have overdue reminders drafted and sent automatically — the Invoice Generator app on Taskade Genesis does this in minutes, and you can try it right now before committing to anything.
The live Invoice Generator app is on this page. Run through a real invoice board, then click Use this app to clone a working copy into your workspace in one click. This is a live app with a Board view, an embedded AI agent, and automations already wired — not a blank template.
What the agent does for you
- Tracks every invoice through a Board: Draft → Sent → Overdue → Paid
- Watches due dates and drafts a polite payment reminder the day an invoice goes overdue
- Maintains a running cash-position table: outstanding total, aging buckets, and expected pay dates
- Sends reminders and logs every follow-up automatically via built-in automations
- Learns which clients pay on time and which need an early nudge — persistent memory across sessions
The full system behind it
Workspace DNA makes the chase self-running. Client payment terms and past behavior are Memory; the agent's Intelligence decides who needs nudging and how firmly; Execution sends the reminder and updates the board. You stop discovering late payments three weeks after they happened.
The Relationship field connects invoices to contacts, proposals, and receipts in one relational system — a paid proposal auto-creates a draft invoice, and an overdue invoice surfaces the client relationship history the agent uses to calibrate tone.
Wire in Stripe, QuickBooks, and Gmail through 100+ bidirectional integrations so payments flow in and status updates push out. View the same pipeline across 7 project views — Board for stages, Calendar for due dates, Table for aging reports. Pair this with the receipt-to-books agent for a complete finance operating system in one workspace.
Custom domains + GenesisAuth (Business+) let you build a branded client billing portal your clients log into directly.
Common questions
How does the reminder tone stay professional?
You train the agent on your preferred voice once — it becomes persistent Memory applied to every future reminder. Adjust firmness based on days overdue with a simple instruction.
Can I run this for multiple clients at once?
Yes — the Board tracks all clients simultaneously. The agent flags whoever is overdue regardless of volume, and the automation fires per-invoice reminders on schedule.
What integrations work with this app?
Stripe and QuickBooks pull payment status in; Gmail and Slack push reminders and notifications out. Browse all 100+ bidirectional integrations or explore more in the Community Gallery and agents library.
