Know the status of every invoice you have ever issued without opening your email. Draft, sent, viewed, part paid, paid, overdue: one board, one glance, and an agent that tells you which three need attention today.
The Invoice Tracker is a live Taskade Genesis app you can move cards around on this page. It is the closest starting point on this page, because it already holds invoices with a status attached. Try it, then click "Use this app" to clone and own a running copy in about ten seconds and add the viewed, part paid, and overdue stages plus the daily short list below.
The build gives you a pipeline for money the same way a sales board gives you a pipeline for deals. Each invoice is a card carrying client, amount, issue date, due date, days outstanding, and the last action taken. Status changes as events arrive rather than when someone remembers to update it. The agent produces the daily short list: the invoice that has sat in draft for six days, the one that was viewed but not paid, the one that crossed 30 days overnight, and the client who has three outstanding at once, which is a pattern rather than an accident.
Workspace DNA keeps the board accurate without anyone maintaining it. Memory holds every invoice, every action taken on it, and each client's payment history, so status is a fact rather than a guess. Intelligence, drawing on 15+ frontier models from OpenAI, Anthropic, Google, and open-weight providers, reads the board and picks out what actually needs a human today. Execution moves cards on payment events and flips status at the due date without waiting for anyone to notice.
The AI agents here carry 34 built-in tools, and persistent memory plus multi-agent collaboration do most of the work: one agent watches payment events while another prepares the daily list and drafts the messages it recommends. Ask in plain language which clients are worth calling this week and you get a short, reasoned answer rather than an export.
What changes is the quality of attention. Instead of scanning everything and worrying about all of it, you deal with three specific invoices a day. Collections stops being a background anxiety and becomes a ten-minute task with a clear end point.
Read it whichever way suits:
- Board view for the status pipeline itself
- Table view for the full grid with amounts and aging columns
- Calendar view for due dates across the month
- List view for today's action list, in order
- Plus the rest of the 7 project views
Automations keep status honest. A Taskade automation moves a card when a payment event arrives, flips it to overdue at the due date, and pings the account owner in Slack when the amount crosses a threshold you set. Across 100+ bidirectional integrations, Stripe and Gmail pull payment and reply events in while Slack and Google Sheets push status out. See board view and automation actions.
Clone it, invite the team, and the board is yours. The person who used to hold all this in their head can go on holiday.
Being precise: the board tracks the operational status of invoices. It is not a general ledger and the balances here are working figures, not audited ones. It tells you what to chase today, which the ledger never does.
One habit is worth building around this board: look at it at the same time every day, for five minutes, and act on the short list rather than reading the whole thing. The teams that get paid fastest are not the ones with the most sophisticated tracking, they are the ones who look often and act early. The board exists to make that habit cheap enough to keep.
It also removes a quiet risk in small businesses, which is that all this knowledge sits with one person. When the board holds it instead, holidays, handovers, and hires all stop being disruptive.
Look at live tracking systems in the Community Gallery, start yours at Taskade Genesis, or read invoice automation. Feed it from Draft an Invoice From a Project Scope, and let overdue cards trigger Write an Overdue Invoice Reminder Sequence.
Frequently Asked Questions
How does the board know an invoice was viewed?
Through the surface you sent it on. A client portal records views directly, and a payment link click is a strong signal on its own. Both can update the card through an automation.
Can I see the total outstanding at a glance?
Yes. The board and table both summarize totals by status, and the agent will answer in plain language, including breakdowns by client or by age bucket.
What counts as overdue?
Whatever your terms say, per client. The automation compares the due date on each invoice against today, so a client on 60 day terms is not flagged on the same schedule as one on 14 day terms.
Does it work if I invoice from another tool?
Yes. Push invoice records in through an integration or a webhook and the board tracks status without owning the invoice document itself. Many teams run it exactly this way.
Can I get a morning summary?
A scheduled automation can send you the day's short list before you start work. Most people find it replaces the anxious spreadsheet check entirely.
Who should have access?
Give the account owners visibility of their own clients and give whoever chases payment the full board. Permissions are per project, so the split is straightforward.
Does it handle part payments?
Yes. A part paid card shows the amount received and the balance remaining, and it stays visible rather than disappearing into the paid column too early.
