Overdue invoices summary

The report you actually want on a Monday morning: not "here are your invoices," but who is late, by how much, and how badly. Aging buckets are what turn a list into a collections decision — a client 70 days past due needs a phone call, one at 12 days needs nothing yet.

This recipe is read-only. It looks at your invoices and reports back; it does not contact anyone.

The prompt

Show me every overdue invoice, oldest first.

For each one give me: the client's name, the invoice number, the amount
outstanding, the due date, and how many days past due it is.

Group them into three buckets — 1-30 days, 31-60 days, and 60+ days —
and give me a total dollar amount for each bucket.

Don't send anything to anyone. This is for my review only.

Setup notes

• Works immediately once your FreshBooks account is connected — nothing to configure.
• The assistant pulls invoices filtered to overdue status and resolves client names against your client list, so the output reads with real names rather than numeric IDs.
• If you have a large invoice history, add a scope line to keep it fast and relevant:

  Only look at invoices from the last 12 months.

• The final line is doing real work. Without it, an assistant may helpfully offer to draft chase emails. Keep it if you want a report and nothing more.

Variations

Single client. When you're preparing for one specific conversation:

Same thing, but only for [CLIENT NAME].

Just the headline. When you want the number and not the detail:

Just give me the total outstanding across all overdue invoices, and the single oldest one.

Weekly delta. Useful as a standing Monday prompt:

Also flag which of these became overdue in the last 7 days.