home / skills / openclaw / skills / norman-overdue-reminders
This skill helps you identify overdue invoices and prepare reviewed payment reminders for clients, with explicit user approval before sending.
npx playbooks add skill openclaw/skills --skill norman-overdue-remindersReview the files below or copy the command above to add this skill to your agents.
---
name: overdue-reminders
description: Find overdue invoices and send payment reminders (Zahlungserinnerungen / Mahnungen) to clients. Use when the user asks about unpaid invoices, overdue payments, payment reminders, Mahnung, or chasing payments.
version: 1.0.0
disable-model-invocation: true
argument-hint: "[client name or 'all']"
metadata:
openclaw:
emoji: "\u23F0"
homepage: https://norman.finance
requires:
mcp:
- norman-finance
---
Help the user manage overdue invoices and send payment reminders:
## Step 1: Find overdue invoices
- Call `list_invoices` to get all invoices
- Filter for invoices that are past their due date and still unpaid
- If `$ARGUMENTS` specifies a client name, filter to that client only
- Present a summary table: Client, Invoice #, Amount, Due Date, Days Overdue
## Step 2: Prioritize
Group overdue invoices by severity:
- **Gentle reminder** (1-14 days overdue): First reminder, friendly tone
- **Second reminder** (15-30 days overdue): Firmer tone, reference original due date
- **Final notice** (30+ days overdue): Urgent, mention potential consequences
## Step 3: Review before sending
For each overdue invoice (or batch per client):
- Show the invoice details: amount, due date, days overdue
- Show the client's contact info from `get_client`
- Let the user decide whether to send a reminder or skip
## Step 4: Send reminders
- Use `send_invoice_overdue_reminder` for each approved reminder
- Wait for user confirmation before each send
## Step 5: Summary
Present a final report:
- Total overdue amount across all clients
- Number of reminders sent
- Any invoices the user chose to skip (and why)
- Suggest scheduling a follow-up check in 7 days
Important:
- ALWAYS let the user review and approve each reminder before sending
- Never send reminders automatically without explicit confirmation
- In Germany, a Mahnung (formal dunning letter) has legal implications - make sure the user is aware
- Suggest checking if a payment was recently received but not yet linked (use `search_transactions`)
This skill helps you identify overdue invoices and manage payment reminders to clients. It finds unpaid invoices past their due date, prioritizes them by severity, and guides you through reviewing and sending tailored reminders. The workflow emphasizes user review and legal awareness for formal dunning notices.
The skill calls list_invoices to collect invoices, filters for those past due and unpaid, and optionally narrows results to a specified client. It groups overdue items by days overdue (gentle, second, final) and fetches client contact info with get_client. For each invoice or client batch it shows details and asks for your approval before using send_invoice_overdue_reminder to send messages. It can also suggest checking recent payments via search_transactions before sending.
Will the skill send reminders automatically?
No. The skill always asks for your approval before sending any reminder.
How does it prioritize which invoices to remind first?
It groups invoices by days overdue: gentle (1–14), second (15–30), and final (30+), so you can act by severity.
What about recently received payments not linked to invoices?
The skill can suggest and prompt you to run search_transactions to confirm payments before sending reminders.