overdue-invoice-reminder

name	overdue_invoice_reminder
tier	3
task	T25
description	This skill handles overdue invoices including reminder fees, reminder invoices, and partial payments. Keywords include "overdue invoice", "facture en retard", "forfalt faktura", "forfalden faktura", "überfällige Rechnung", "factura vencida", "reminder fee", "frais de rappel", "purregebyr", "partial payment", "paiement partiel", "delbetaling".

Overdue Invoice Reminder + Partial Payment

7 calls.

Turn 1: 3 parallel GETs

GET /invoice?invoiceDateFrom=2020-01-01&invoiceDateTo=2030-12-31&fields=id,invoiceNumber,amount,amountOutstanding,customer(id,name),invoiceDueDate&count=50
GET /invoice/paymentType?fields=id,description&count=10
GET /ledger/account?number=1500,3400,1920&fields=id,number,name,bankAccountNumber,isBankAccount

Find the overdue invoice: amountOutstanding > 0 and invoiceDueDate in the past.

Turn 2: 3 parallel actions

Reminder fee voucher

POST /ledger/voucher
{
  "date": "2026-03-21",
  "description": "Purregebyr",
  "postings": [
    {"date": "2026-03-21", "account": {"id": <account_1500_id>}, "amountGross": <fee_amount>, "amountGrossCurrency": <fee_amount>, "row": 1, "description": "Purregebyr", "customer": {"id": <customer_id>}},
    {"date": "2026-03-21", "account": {"id": <account_3400_id>}, "amountGross": -<fee_amount>, "amountGrossCurrency": -<fee_amount>, "row": 2, "description": "Purregebyr inntekt"}
  ]
}

Partial payment

PUT /invoice/<overdue_invoice_id>/:payment?paymentDate=2026-03-21&paymentTypeId=<bank_type_id>&paidAmount=<partial_amount>

Bank setup (if bankAccountNumber empty)

PUT /ledger/account/<bank_id>
{"id": <bank_id>, "name": "Bankinnskudd", "number": 1920, "bankAccountNumber": "86011117947", "isBankAccount": true}

Turn 3: Reminder invoice

POST /invoice?sendToCustomer=true

{
  "invoiceDate": "2026-03-21",
  "invoiceDueDate": "2026-04-04",
  "orders": [{
    "customer": {"id": <customer_id>},
    "orderDate": "2026-03-21",
    "deliveryDate": "2026-03-21",
    "orderLines": [{"description": "Purregebyr", "unitPriceExcludingVatCurrency": <fee_amount>, "vatType": {"id": 6}, "count": 1}]
  }]
}

7 calls, 0 errors.

Key details

• Overdue = amountOutstanding > 0 + past invoiceDueDate
• Fee voucher: debit 1500 (with customer ref), credit 3400
• Reminder fees are VAT-exempt (vatType 6)
• Partial payment: amount from prompt, not full invoice amount
• Payment type: "Betalt til bank"
• Bank number: 86011117947