Invoice Write Offs
Invoice Write Offs with an Approval Step. Review invoices over 90 days, decide to keep chasing, set a payment plan, send to collections or write off, and keep the record. A public calculator shows if a debt is worth chasing. Free to clone.
Invoice Write Offs is a Taskade app kit built from one prompt: 5 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Invoices
This Taskade Genesis app includes 5 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Bad Debt Desk. Its automations include Invoice Paid email, Approved write-off note draft and Daily 90-day crossing email.
by @john
What you can do with Invoice Write Offs
- 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 Invoice Write Offs works
- Invoice Paid email: when an invoice is set Paid, then Email me about the paid invoice.
- Approved write-off note draft: when a write-off becomes Approved, then Draft the bookkeeping note with Bad Debt Desk and Comment the note draft on the row.
- Daily 90-day crossing email: when Every day at 8 AM, then Find invoices that crossed 90 days yesterday and Format the invoice list.
Built with Taskade Genesis
- Category: Invoices
- AI agents: Bad Debt Desk
- Automations: Invoice Paid email, Approved write-off note draft, Daily 90-day crossing email
- Workspace: 5 projects, 1 AI agent, 3 automations