Skills for “invoice”

…email thread into a ready-to-send QuickBooks estimate or invoice. Use when the user asks to "create an invoice from my email thread", "draft an estimate based on what I quoted this customer over email", "bill this…

Send payment reminders for invoices with tone matched to aging. ALWAYS use this skill when the user asks to "send a reminder", "send reminder to invoice", "remind about invoice", "send a reminder to invoice 1234",…

…or quotes, then set up Airwallex Billing by creating invoices and/or subscriptions — matching existing customers, products, and prices to avoid duplicates. Use when the user says "create invoice from this PO",…

…Finance Controls Review, Financial Statement Review, Invoice Collections, Journal Entry Review, Period Close Status, Variance and Flux Analysis, Payment Prioritization, Vendor Bill Processing Time, Vendor Spend…

…permission sets, or create a demo policy for the Issue-to-Invoice flow. TRIGGER when: user mentions agency billing setup, brokerage billing configuration, insurance billing enablement, billing treatments, billing…

…Admin — add a column to the order, product, customer, invoice, credit memo, shipment, or newsletter grid, add a bulk/mass action to a grid, add a button to the order view page, add a custom menu item or page, or…

Extract bank details from supplier invoices or documents, validate per-country requirements, and create beneficiaries in Airwallex. Use when the user says "set up this supplier", "onboard these vendors", "create…

…consent for recharge, webhooks, and merchant-owned ledger, invoice, receipt, retry, notification, and cancellation logic. Do not use for non-card methods, customer-initiated one-click checkout, hosted checkout,…

…It can also create or update a contact and create an invoice, always after the user confirms the exact change. It does not send emails or SMS, book or change appointments, or modify pipeline or campaign settings.…

…status or non-QuickBooks-Capital products (SBA, invoice factoring, merchant cash advances, consumer…