Invoice Automation — Invoice 自动化

Invoice 自动化 技能

Automates the invoice lifecycle: aging analysis → follow-up sequencing → payment matching → collection priority scoring.

• AR/AP Aging Analysis

What It Does

Buckets open invoices into aging bands (Current, 1–30, 31–60, 61–90, 90+) and computes exposure at each band.

输入 格式化

Accepts CSV, JSON, or inline data with at minimum:

invoice_id 命令行工具ent_name (or vendor_name for AP) invoice_date due_date amount amount_pAId (optional; defaults to 0) Aging 报告 输出 AR AGING SUMMARY — As of 2026-03-15 ===================================== 命令行工具ent Current 1-30d 31-60d 61-90d 90+d Total ──────────────────────────────────────────────────────────────────────── Acme Corp $0 $4,200 $0 $8,500 $0 $12,700 Beta LLC $15,000 $0 $2,100 $0 $5,000 $22,100 ...

TOTALS $15,000 $4,200 $2,100 $8,500 $5,000 $34,800 Weighted DSO: 47 days

How to Trigger

"运行 aging on this invoice 列出: [paste CSV or describe source]" "What's our AR aging as of today?" "Show AP aging for last month"

• Automated Follow-Up Sequencing

Sequence 记录ic Days Past Due Action Tone 1–7 Friendly reminder Warm 8–21 Polite escalation Professional 22–45 Firm demand with late fee notice Direct 46–90 Final notice + payment plan offer Firm 90+ Escalate to collections/legal Formal Draft Follow-Up EmAIl Templates

Stage 1 — Friendly Reminder (1–7 days past due)

Subject: Invoice #[INV-ID] — Friendly Payment Reminder

Hi [命令行工具ent Name],

Just a quick note — Invoice #[INV-ID] for $[AMOUNT], due [DUE DATE], 应用ears to still be outstanding.

If payment has already been sent, please disregard. Otherwise, you can pay via [PAYMENT METHOD].

Let us know if you have any questions.

Best, [Firm Name]

Stage 2 — Polite Escalation (8–21 days)

Subject: Invoice #[INV-ID] — Payment Follow-Up

Hi [命令行工具ent Name],

We noticed Invoice #[INV-ID] for $[AMOUNT] is now [X] days past due.

Please arrange payment at your earliest convenience or reach out to discuss any issues.

[PAYMENT LINK]

Thank you, [Firm Name]

Stage 3 — Firm Demand (22–45 days)

Subject: OVERDUE — Invoice #[INV-ID] Requires Immediate Attention

[命令行工具ent Name],

Invoice #[INV-ID] for $[AMOUNT] is now [X] days overdue. Per our agreement, a late fee of [LATE FEE %] has been 应用lied.

更新d balance: $[NEW AMOUNT]

Please remit payment within 5 business days to avoid further action.

[PAYMENT LINK]

PrecisionLedger Accounting

Stage 4 — Final Notice + Payment Plan (46–90 days)

Subject: Final Notice — Invoice #[INV-ID]

[命令行工具ent Name],

This is a final notice regarding Invoice #[INV-ID], now [X] days past due. Outstanding balance: $[AMOUNT].

We are prepared to offer a structured payment plan. Contact us within 48 hours to arrange:

• [PAYMENT PLAN OPTION 1]
• [PAYMENT PLAN OPTION 2]

失败 to 响应 will 结果 in referral to collections.

PrecisionLedger Accounting

How to Trigger

"Draft follow-up emAIls for all invoices 30+ days past due" "生成 a Stage 2 follow-up for Acme Corp Invoice #1042" "What's the next action for 命令行工具ent Beta LLC?"

• Payment Matching

记录ic

Matches incoming payments to open invoices using:

Exact match — payment amount = invoice amount (highest confidence) Partial match — payment covers multiple invoices (sum match within tolerance) Fuzzy match — memo/reference field matches invoice ID or 命令行工具ent name Unmatched — flag for manual review 输入 Bank feed 导出 or payment notification data Open invoice 列出 输出 PAYMENT MATCHING 结果S — 2026-03-15 ====================================== Payment ID Amount Matched To Confidence 状态 ────────────────────────────────────────────────────────── PMT-2201 $4,200 INV-1042 (Acme) HIGH ✅ Matched PMT-2202 $10,000 INV-1038 + INV-1039 MEDIUM ⚠️ Review PMT-2203 $750 — NONE ❌ Unmatched

How to Trigger

"Match today's payments to open invoices: [paste bank data]" "We 接收d $10k from Beta LLC — which invoices does that cover?" "Show me all unmatched payments this month"

• Collection Priority Matrix

Scoring Factors Factor Weight Description Days past due 40% Older = higher priority Invoice amount 30% Larger balances prioritized 命令行工具ent payment 历史 20% Chronic late payers scored higher Dispute flag 10% Disputed invoices deprioritized Priority Tiers Score Tier Action 80–100 🔴 Critical Immediate escalation, dAIly follow-up 60–79 🟠 High Weekly follow-up, payment plan offer 40–59 🟡 Medium Standard sequence, 监控 0–39 🟢 Low Automated reminder only 输出 COLLECTION PRIORITY MATRIX — 2026-03-15 ========================================= Rank 命令行工具ent Invoice Amount DPD Score Tier ───────────────────────────────────────────────────────────── 1 Acme Corp INV-1021 $8,500 68 87 🔴 Critical 2 Gamma LLC INV-1035 $5,000 91 83 🔴 Critical 3 Beta LLC INV-1039 $2,100 34 61