company_customers
Review customer invoices and balances, calculating revenue share, past-due aging, and days to pay to identify concentration risks, overdue accounts, and slow payers.
Instructions
The customer ledger from the sales invoices the ledger already holds: per customer the invoices, revenue and share of the window, the balance outstanding and how much is past due and by how long (aged current, 1-30, 31-60, 61-90, 90+), and the realised days to pay where the page carries paid dates. Raises one customer over the concentration ceiling, a balance past due beyond tolerance, and a slow payer; the weekly review carries them as actions. Reads the governed month page (no due or paid dates: due comes from the plan's terms and days to pay stay unknown, and it says so) or a provider invoice page. Revenue and cash behaviour, not profit. Operations: build, record (persist under the window), list. payload_json takes source {provenance, payload} and an optional window_start and window_end. Read-only.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| now | No | ||
| engine | No | ||
| operation | No | list | |
| entity_ref | No | ||
| project_id | Yes | ||
| bundle_json | No | ||
| payload_json | No | {} |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| result | Yes |