Coaching Invoice Desk
Coaching Invoice Desk with Package Installments. Bill coaching packages in monthly installments, pause billing when sessions pause and see renewals coming. A public calculator shows the installment plan. Free to clone.
Coaching Invoice Desk is a Taskade app kit built from one prompt: 6 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: Invoices
This Taskade Genesis app includes 6 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Owner Ledger Helper and Session Book. Its automations include Daily overdue invoice email, Invoice paid notice and Monday renewal reminders.
by @taskade
What you can do with Coaching Invoice Desk
- 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 Coaching Invoice Desk works
- Daily overdue invoice email: when Every day at 8 AM, then Find overdue invoices and List overdue invoices.
- Invoice paid notice: when an invoice becomes Paid, then Email the coach.
- Monday renewal reminders: when Every Monday at 9 AM, then Find packages ending within 30 days and List renewals due.
Built with Taskade Genesis
- Category: Invoices
- AI agents: Owner Ledger Helper, Session Book
- Automations: Daily overdue invoice email, Invoice paid notice, Monday renewal reminders
- Workspace: 6 projects, 2 AI agents, 3 automations