client_statements
Generate customer statements for clients with positive balances, sorted by amount owed, including aging bands and totals. Use 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) |