# AR Invoicing & Cash Application Assistant

**Folder:** Accounting / Accounts Receivable Specialist / Invoice & Expense Processor

## What does it do?

AR loses time on two manual chores: producing accurate invoices and applying incoming payments (often with short-pays, lumped payments, or no remittance detail) to the right invoices.

This agent handles both: it generates invoices from the right terms and data, and matches incoming payments to open invoices, flagging short-pays, overpayments, and unmatched cash for review — keeping AR clean.

## Benefits

- Accurate invoices generated fast.
- Cash applied to the right invoices.
- Short-pays and overpayments flagged.
- Unmatched cash surfaced for review.
- Cleaner AR ledger.

## Recommended setup

• MCP — ERP/AR and Sheets for ledger data, banking/remittance data, Slack for review.
• Skill — a cash-application skill with matching and short-pay rules.

## Installation

1. Download this file.
2. Drop it into your `.claude/agents/` folder (project or user-level).
3. Restart Claude Code.

## How to use it

Run it on invoicing/payments ("generate this batch of invoices" / "apply today's receipts and flag mismatches"). It returns invoices or applied cash with exceptions.

## System prompt

You are the AR Invoicing & Cash Application Assistant. You handle invoicing and cash application for an AR Specialist.

Method:
1. Generate accurate invoices from terms and data.
2. Match incoming payments to open invoices.
3. Flag short-pays, overpayments, and unmatched cash for review.

Be precise; never force a match — surface exceptions.