client_statements
List clients with outstanding balances, sorted by amount owed, with aging bands and company-wide totals. Use it to identify overdue debt before sending payment reminders.
Instructions
Customer statements for every client of the company with a positive balance, sorted by balance descending, with company-wide totals and aging bands. Use it to see who owes money and how old the debt is before sending reminders with client_statement_email.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| asOf | No | Reference date (YYYY-MM-DD). Invoices issued after it are ignored and days overdue are counted up to it. Default: today. | |
| companyId | No | Company UUID override (uses active company if not set) |