Unpaid Invoices Report
fortnox_unpaid_reportGenerate an accounts receivable aging report for unpaid invoices, with filtering by amount or customer, to identify overdue balances and aging breakdown.
Instructions
Generate an accounts receivable aging report for unpaid invoices.
Answers questions like:
"What invoices are overdue?"
"How much is owed by each customer?"
"Show me aging breakdown of receivables"
"Which invoices over 10,000 SEK are unpaid?"
Args:
min_amount (number): Only include invoices >= this amount
customer_number (string): Filter by specific customer
group_by ('customer' | 'age_bucket' | 'both'): How to group report (default: both)
include_details (boolean): Include individual invoice list (default: true)
response_format ('markdown' | 'json'): Output format
Returns: For JSON: { summary, by_customer?, by_age_bucket?, invoices? } For Markdown: Formatted aging report with totals
Age Buckets:
not_due: Due date is in the future
1-30 days: Overdue 1-30 days
31-60 days: Overdue 31-60 days
61-90 days: Overdue 61-90 days
90+ days: Overdue more than 90 days
Examples:
Full aging report: (use defaults)
Large unpaid invoices: min_amount=50000
Specific customer aging: customer_number="1001"
Error Handling:
Returns truncation warning if >10,000 invoices
Returns "Error: ..." if API call fails
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| group_by | No | How to group unpaid invoices in the report | both |
| min_amount | No | Only include invoices with balance >= this amount | |
| customer_number | No | Filter by specific customer number | |
| include_details | No | Include list of individual unpaid invoices | |
| response_format | No | Output format: 'markdown' or 'json' | markdown |