Receivables aging

Chasing late payments starts with knowing who is late. The skill pulls every unpaid or partially paid customer invoice from your synced data and sorts it into standard aging buckets, with real amounts and an as-of date.

npx skills add wellapp-ai/skills --skill accounts-receivable-aging
WWellapp
Who owes us money, and since when?

Ask anything or use / for commands...

How the skill answers

Every step of the run, in order, with the card each one returns. A step that hands its work to another skill says which one.

  1. You ask

    Who owes us money, and since when?

  2. Pin the workspaceSkill useddefine-workspace

    Workspaces

    Pick the workspaces to work in.

    Your workspaces
  3. Confirm the connections this answer needsSkill usedconnect-tools

    Connect a tool

    Pick a tool to connect it to Well.

    Available tools
    1 of 1
    QuickBooks avatar
    QuickBooks
    Category
    Accounting
    Data
    Accounting
    Direction
    Input
    Status
    Last sync
    1 selected
  4. Verify the data itself has landed
  5. Resolve your own companySkill usedconfirm-my-company
  6. Query outstanding receivables
  7. Compute aging and bucket
  8. Normalize currencySkill usednormalize-currency
  9. If any required step errors or returns unusable data
  10. You get

    Invoices

    Issuer
    Total amount
    Due date
    A
    Atelier Rousseau SARL
    €30,000.00
    N
    Nouvelle Vague Studio
    €28,000.00
    C
    Cedar & Co Consulting
    €28,000.00
    B
    BrightPath Media
    €27,000.00
    N
    Nordic Ledger AB
    €24,000.00
    M
    Meridian Freight LLC
    €22,000.00
    L
    Loom Studio SAS
    €22,000.00
    S
    Sage
    €21,000.00
    Showing 8 of 9

    €214K outstanding across 9 invoices. €86K is current, €51K is 1-30 days late, €44K is 31-60, and €33K is over 90 days out with Sage and Agicap. Oldest is 112 days.

Frequently asked questions

Why does it need to know my own company?

To tell receivables from payables. Without it, the skill cannot separate invoices you issued from bills you received, so it asks you to confirm rather than guessing.

Which aging buckets does it use?

Current, 1-30, 31-60, 61-90, and 90+ days overdue, measured from the due date.

Does it chase the payment for me?

No. This skill surfaces who is late and by how much. Sending the follow-up is still your call.

Ask your first question today

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