Accounts receivable
Sunrise Plumbing (sample) ยท as of Thursday, October 15, 2026
$10,650.00Total outstanding
$7,935.00Past due
3Reminders drafted
4Need your call
Aging (days past due date)
| Bucket | Invoices | Balance | Share |
|---|
| Current | 2 | $2,715.00 | 25% |
| 1-30 days | 4 | $1,955.00 | 18% |
| 31-60 days | 1 | $4,800.00 | 45% |
| 61-90 days | 0 | $0.00 | 0% |
| 90+ days | 1 | $1,180.00 | 11% |
| Total | 8 | $10,650.00 | 100% |
Reminders drafted for your approval
| Invoice | Customer | Balance | Due | Stage |
|---|
| 1038 | Grace Kim | $875.00 | Sep 19 | 14+ days late |
| 1041 | Helen Ortiz | $320.00 | Oct 10 | Just past due |
| 1045 | Erin Shaw | $2,450.00 | Oct 18 | Due soon |
Needs you personally
| Invoice | Customer | Balance | Days late | Why |
|---|
| 1046 | Owen Fischer | $1,180.00 | 106 | 30+ days late: call personally |
| 1040 | Ben Carter | $4,800.00 | 55 | 30+ days late: call personally |
| 1047 | Raj Patel | $450.00 | 14 | No email on file: call or text |
| 1044 | Tom Alvarez | $310.00 | 2 | Disputed: "Disputed - callback scheduled" |
These customers get no automatic email. A note for each is in your outbox.
All open invoices
| Invoice | Customer | Due | Late | Balance | What I did |
|---|
| 1046 | Owen Fischer | Jul 1 | 106 days | $1,180.00 | Call (note to you) |
| 1040 | Ben Carter | Aug 21 | 55 days | $4,800.00 (partial) | Call (note to you) |
| 1038 | Grace Kim | Sep 19 | 26 days | $875.00 | Reminder drafted (14+ days late) |
| 1047 | Raj Patel | Oct 1 | 14 days | $450.00 | No email (note to you) |
| 1041 | Helen Ortiz | Oct 10 | 5 days | $320.00 | Reminder drafted (just past due) |
| 1044 | Tom Alvarez | Oct 13 | 2 days | $310.00 | On hold (note to you) |
| 1045 | Erin Shaw | Oct 18 | due in 3d | $2,450.00 | Reminder drafted (due soon) |
| 1043 | Jamal Wright | Oct 24 | due in 9d | $265.00 | - |
Notes
- Reminders go out in stages: a heads-up 3 days before the due date, then 1, 7 and 14 days late. At 30 days, emails stop and you get a note to call.
- Partial payments are credited in each reminder, and only the remaining balance is requested.
- Late fees are never mentioned (no late fee policy is configured).
Generated Oct 15, 2026 01:06 AM MDT by Agent Army Suite. Drafts wait for your approval; nothing was sent automatically unless your policy allows it.
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