| name | commerce-accounts-receivable |
| description | Manage customer receivables, collections, credit memos, and AR aging. Use when tracking overdue invoices, sending dunning letters, creating write-offs, or generating customer statements. |
Commerce Accounts Receivable
Track customer receivables, manage collections, issue credit memos, and monitor AR aging.
How It Works
- Monitor AR aging to identify overdue accounts.
- Log collection activities (dunning letters, calls, emails).
- Issue credit memos for returns, pricing errors, or goodwill.
- Apply payments and credit memos to outstanding invoices.
- Write off uncollectible balances with approval.
- Generate customer statements.
Usage
- CLI:
stateset ar ... or stateset "AR aging report"
- Writes require
--apply.
- MCP tools:
get_ar_aging, get_customer_ar_aging, log_collection_activity, create_credit_memo, apply_credit_memo, apply_payment_to_invoice, create_write_off, get_customer_statement, get_customer_ar_summary.
Permissions
- Read:
get_ar_aging, get_customer_ar_aging, get_customer_statement, get_customer_ar_summary — no --apply needed.
- Write:
log_collection_activity, create_credit_memo, apply_credit_memo, apply_payment_to_invoice, create_write_off — requires --apply.
Examples
stateset --db ./store.db "get ar aging"
stateset --db ./store.db "get customer statement customer_id=cust_123"
stateset --db ./store.db "create credit memo customer_id=cust_123 amount=150 reason=PricingError" --apply
stateset --db ./store.db "log collection activity customer_id=cust_123 type=Reminder2" --apply
Status Flows
Invoice Collection: None -> Reminder1Sent -> Reminder2Sent -> Reminder3Sent -> InCollections -> SentToAgency (or WrittenOff/PaymentPlan)
Credit Memo: Draft -> Pending -> Approved -> Applied (or Voided)
Write-Off: Pending -> Approved -> Posted (or Rejected)
Aging Buckets
- Current, 1-30 days, 31-60 days, 61-90 days, 90+ days
Credit Memo Reasons
- ReturnedGoods, PricingError, Overpayment, Damaged, ServiceCredit, GoodwillAdjustment, Other
Output
{"status":"dunning_sent","customer_id":"cust_123","dunning_type":"Reminder2","total_overdue":3250.00,"invoices_overdue":3}
Present Results to User
- Customer name and total outstanding balance.
- Aging breakdown by bucket.
- Collection activity history and next recommended action.
- Credit memo and write-off totals.
Troubleshooting
- Credit memo won't apply: verify memo status is Open and invoice has remaining balance.
- Write-off rejected: ensure approver and GL account are provided.
- Aging mismatch: confirm invoice dates and payment applications are current.
- Dunning not sent: verify customer has a valid email and collection status is advancing.
Error Codes
AR_CREDIT_MEMO_INVALID: Credit memo status must be Open and invoice must have a remaining balance.AR_WRITEOFF_REJECTED: Write-off requires an approver and a valid GL account.AR_DUNNING_NO_EMAIL: Customer has no valid email address for dunning delivery.
Related Skills
- commerce-credit: Credit holds triggered by overdue AR balances.
- commerce-general-ledger: AR transactions auto-post journal entries to GL.
- commerce-accounts-payable: Offset vendor credits against customer receivables.
References
- references/ar-collections.md
- /home/dom/stateset-icommerce/crates/stateset-core/src/models/accounts_receivable.rs
- /home/dom/stateset-icommerce/crates/stateset-embedded/src/accounts_receivable.rs
