| name | invoice-aging |
| description | List all overdue and unpaid invoices ranked by amount and days overdue. Use when the user wants to see what's unpaid, which invoices are overdue, total AR exposure, or a quick unpaid invoice list. Do NOT use for collections prioritisation (use /collections-today) or customer-specific invoice lookup.
|
| when_to_use | Trigger on: "show overdue invoices", "what's unpaid", "overdue list", "unpaid invoices", "which invoices are overdue", "total overdue", "AR list".
|
Overdue Invoices
List all overdue and unpaid invoices ranked by amount descending.
Setup
Resolve org ID via ZohoBilling_List_all_Organizations.
Fetch (run in parallel)
| # | Tool | Params |
|---|
| 1 | ZohoBilling_List_all_Invoices | filter_by: Status.OverDue, per_page: 200 |
| 2 | ZohoBilling_List_all_Invoices | filter_by: Status.Unpaid, per_page: 200 |
| 3 | ZohoBilling_List_all_Invoices | filter_by: Status.PartiallyPaid, per_page: 200 |
Paginate while has_more_page: true. Deduplicate across lists by invoice ID.
Output
Overdue & Unpaid Invoices — [date]
Total exposure: $XXX,XXX across N invoices
────────────────────────────────────────────────────────
# Invoice Customer Amount Days Status
────────────────────────────────────────────────────────
1 INV-10045 Acme Corp $48,200 92d Overdue
2 INV-10089 Northwind Traders $31,500 45d Overdue
3 INV-10102 Globex Industries $18,300 31d PartiallyPaid
...
────────────────────────────────────────────────────────
Subtotals: Overdue $X · Unpaid $X · PartiallyPaid $X
Sort order: Overdue first (by days desc), then Unpaid (by amount desc), then PartiallyPaid.
Aging buckets summary at the bottom:
0–30 days: N invoices $XXX,XXX
31–60 days: N invoices $XXX,XXX
61–90 days: N invoices $XXX,XXX
90+ days: N invoices $XXX,XXX ⚠ High write-off risk
Constraints
- Paginate all three status lists fully before deduplicating
- Days overdue = today − due_date
- Flag 90+ day bucket if it contains > 20% of total exposure
- Propose-only: no write actions
Edge cases
- Zero results: "No overdue or unpaid invoices — AR is clean 🟢"
- More than 100 invoices: show top 50 by amount, add note "Showing top 50 of N — filter by customer for details"
