Client Statements
Client Statements with Ageing Buckets. Build a monthly statement per customer with ageing buckets, unapplied payments and a call list for old balances. A public calculator shows the buckets. Free to clone.
Client Statements is a Taskade app kit built from one prompt: 6 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Invoices
This Taskade Genesis app includes 6 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Ledger Note. Its automations include Invoice paid notice, Daily over 60 days alert and Monthly statements ready.
by @john
What you can do with Client Statements
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Client Statements works
- Invoice paid notice: when Paid amount changes on an invoice, then Read the invoice that changed and Email the paid notice.
- Daily over 60 days alert: when Every day at 8 AM, then Find invoices over 60 days past due and Join overdue invoice lines.
- Monthly statements ready: when First of each month at 8 AM, then Find all statements and Join statement lines.
Built with Taskade Genesis
- Category: Invoices
- AI agents: Ledger Note
- Automations: Invoice paid notice, Daily over 60 days alert, Monthly statements ready
- Workspace: 6 projects, 1 AI agent, 3 automations