The invoice went out six weeks ago and nobody has looked at it since. This live Taskade Genesis app buckets every open invoice by age — current, 30, 60, 90+ — puts a name against each one, and schedules the next follow-up so chasing becomes a routine rather than an awkward memory on a Friday afternoon.
What's Included
- Aging Buckets: Current, 30, 60, and 90+ days, with a total under each column
- Client Rollup: Which accounts owe the most, and which are habitually late
- Chase Log: Every reminder sent, with the date and the response
- Named Owner: One person accountable per invoice, visible on the record
- Escalation Path: A clear rule for what happens at 60 days and again at 90
How To Use It
- Clone the live app above and import your open invoices with issue dates and amounts.
- Let the buckets sort themselves and look at what has quietly drifted past 60.
- Assign an owner to each line so the follow-up has a name.
- Add an automation that sends the reminder on schedule and logs it.
- Review the 90+ column weekly — that column is where margin goes to die.
Generate the invoices themselves with the invoice generators, and roll the totals into the cash flow planning dashboard.