yax_collect_ar_invoices
Analyzes open invoices by aging buckets (30/60/90+ days) and sends escalating follow-up emails to overdue clients. Returns invoice count, overdue amount, and emails sent per bucket.
Instructions
Analyzes open invoices by age (30/60/90+ days) and sends escalating follow-up emails to overdue clients. Returns invoice count, total overdue amount, and emails sent per bucket.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| aging_buckets | No | Optional custom aging thresholds in days, e.g. [30, 60, 90]. Defaults to [30, 60, 90]. | |
| send_emails | No | If true, sends follow-up emails to overdue clients. Defaults to true. | |
| escalate_at | No | Days overdue at which to escalate to a senior contact or legal notice. Defaults to 90. |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| ok | No | True if AR run succeeded. | |
| run_id | No | Run ID for receipt retrieval. | |
| invoices_scanned | No | Total invoices analyzed. | |
| overdue_count | No | Number of overdue invoices. | |
| total_overdue_usd | No | Total USD value of overdue invoices. | |
| buckets | No | Invoice counts per aging bucket: bucket_30, bucket_60, bucket_90_plus. | |
| emails_sent | No | Number of follow-up emails dispatched. |