Every invoice you send lands on a live status board; when the payment clears, it marks itself paid automatically; when one goes overdue, a polite reminder fires on your schedule — and all of it stops the moment the client pays.
The Taskade Genesis Invoice Tracker (try it live below) is the working accounts-receivable system: invoices on a Board by status, overdue amounts flagged in a Table, and the dunning timer running in the background. Click "Use this app" to clone and own a running copy today.
The tracker activates the moment you send. Creating a new invoice triggers the board entry and starts the status-watch. When the payment clears in Stripe, a trigger pulls the payment event in and the invoice flips to "Paid" automatically — no manual update. When an invoice passes its due date without payment, the overdue timer fires: a polite reminder goes out, then a firmer follow-up on your schedule, and only the truly stuck invoices surface as a task for you to handle personally.
The embedded AI agent writes each reminder in your brand voice. With 33 built-in tools and persistent memory of each client's payment history, it knows whether this client usually pays late (and softens the tone) or has never missed a payment (and flags this as unusual). Each message reads like a thoughtful human follow-up, not a canned dunning notice. The agent escalates only when the situation genuinely warrants it.
The Relationship field connects each invoice to its client, project, proposal, and payment record — so your cash flow picture is always one filter away. View all outstanding invoices in a Board by status (Sent → Viewed → Overdue → Paid), a Calendar of due dates, or a Table with days-outstanding and amount by client. Seven project views on one receivables dataset, no rebuild required.
100+ bidirectional integrations run the complete cash cycle: Stripe payment events pull in to flip statuses; Gmail pushes invoice emails and reminders out; Slack pushes a "client just paid" notification to your team; QuickBooks sync pushes the paid record to your accounting software. Built-in reliable automations run the escalating reminder sequence reliably across days and weekends, so nothing slips through the cracks.
Workspace DNA keeps cash visible: Memory tracks the status and history of every invoice, Intelligence drafts contextual reminders and identifies the genuinely stuck accounts, and Execution runs the durable, escalating dunning sequence that never misses a follow-up. Clone-and-own — no per-invoice fees, invite your finance team and account managers without seat-tax math.
Pair with the AI Bookkeeping Agent Workflow so every paid invoice also updates your ledger automatically, or the Stripe Overdue Invoice Chaser for a Stripe-native follow-up sequence. Spin up an invoice generator in generate, browse the Community Gallery, or read Learn: Stripe automations.
Common questions
How does the tracker know when an invoice is paid?
For Stripe invoices, a payment-success webhook triggers the status update automatically. For invoices paid outside Stripe (bank transfer, check), you can mark them paid manually or set up a webhook from your accounting software to trigger the update.
Can I customize the reminder schedule and message tone?
Yes. The number of reminders, the delay between each, the escalation threshold, and the message tone are all configurable when you clone. The AI agent adapts its drafts based on your configured tone and the client's payment history.
Does this work without Stripe?
Yes. The tracker works with any invoicing system that can send a webhook — QuickBooks, FreshBooks, Wave, or a manual trigger. Stripe is the most seamless integration for automatic payment-event capture.