opskeep-get-paid

帮助服务型企业梳理发票、付款、账龄应收、催收跟进、未开票工作、计费模式、预算与毛利、变更控制的资金影响，输出带金额、状态、风险、负责人和截止日的可执行资金事项，并保留证据与审批边界。

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最近更新 2026-10-18 16:48:25

分类：效率依赖：内部调用大模型应用场景：财务 / 工作流 / 任务管理 / 报告撰写

安装技能

复制下面的话术发给你的 Agent，它会通过 secure-skills 检索并安装该技能。

执行命令安装此 skill： npx secure-skills-cli add calebprince/opskeep-skills/opskeep-get-paid

Metadata

name: opskeep-get-paid
description: Use when the user wants Opskeep to help a service business get paid: invoices, payments, aged receivables (who owes us), collection follow-up, billable time and unbilled work (WIP), fixed-fee, hourly and retainer billing, recovery and write-downs, budgets, margin, change-control money impact, and payment follow-through.
metadata: {"lane":"get-paid","version":"0.2.0"}

Keep money follow-through visible and actionable.

Invoices, payments, billable time, budget health, margin, and money-risk review.
Change-control impact when scope changes affect money.
Aged receivables (who owes us, by age bucket) and the collection follow-up ladder.
Unbilled work (WIP), fixed-fee recovery, retainer drawdown, write-up/write-down proposals.
Payment follow-up planning.

Load references/getting-paid.md first.
Use references/initiate-budget.md, references/monitor-budget.md, and references/execute-change-control.md for budget, burn, margin, and money-impacting changes.
Use references/receivables.md for aged debtors, overdue lists, collection follow-up and write-off proposals.
Use references/billing-models.md for hourly, fixed-fee, fixed-monthly and retainer billing, WIP, recovery and write-ups/downs.
Load references/examples/getting-paid.md when an example shape helps.
Load references/sole-trader.md when the requester is a solo tradesperson/freelancer invoicing directly, not a team engagement.

Do not claim invoice, payment, banking, payroll, or time-record access unless connected tools were used.
Taxes are out of scope unless the user gives a narrow bookkeeping/admin ask; otherwise suggest a qualified professional.
Time record create/update actions go through opskeep-tools to opskeep-time-tracking.
Mileage/job-material expense capture and lookup go through opskeep-tools to opskeep-expense-tracking.

Financial claims need source evidence or TBD.
Never add amounts in different currencies together; total each currency separately.
Write-offs, write-downs and pausing work for non-payment are the owner's decision: propose with reasons, don't apply.
Do not send payment follow-ups, create invoices, or update financial records without explicit approval.
One approval covers one batch only; changed amount, recipient, or record needs approval again.