- AI-Agent
- Ready to Run
Send Customer Balance Report
Send invoice balances and customer subtotals to your reviewer
Use this Agent instantly or customize it - no programming needed
- Current invoicesCurrent invoices
Your current invoices provide each customer's remaining balance, invoice number, and currency.
- Report date and timeReport date and time
Your chosen weekly review time dates the report when the run starts.
- Reviewer's email addressReviewer's email address
Your reviewer's address tells the Agent where to send the balance report.
- Customer grouping choiceCustomer grouping choice
Your choice determines whether jobs appear separately or under their parent customer.
Your invoice system supplies current invoice balances, customer details, and every page needed for the report.
- Incomplete balance noticeIncomplete balance notice
Your reviewer gets an email when missing invoice pages prevent a complete balance report.
- Email send resultEmail send result
Your sending mailbox confirms the email was sent or surfaces a send failure for review.
Your email service sends the dated report or an invoice collection failure to your reviewer.
- Customer balance reportCustomer balance report
Your dated email shows invoice balances and customer subtotals, flags missing details, or says none remain.
- Email send resultEmail send result
Your sending mailbox confirms the email was sent or surfaces a send failure for review.
- Customer balance reportCustomer balance report
Your dated email shows invoice balances and customer subtotals, flags missing details, or says none remain.
- Email send resultEmail send result
Your sending mailbox confirms the email was sent or surfaces a send failure for review.
- Customer balance reportCustomer balance report
Your dated email shows invoice balances and customer subtotals, flags missing details, or says none remain.
- Email send resultEmail send result
Your sending mailbox confirms the email was sent or surfaces a send failure for review.
This Agent starts at the weekly time you choose. It reads current unpaid invoices and totals balances by customer and currency. It emails your reviewer a dated report with invoice details and subtotals.
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GmailUsed as:
- Email service
Gmail sends the dated report or an invoice collection failure to your reviewer.
StripeUsed as:
- Invoice system
Stripe supplies current invoice balances, customer details, and every page needed for the report.
Microsoft OutlookUsed as:
- Email service
Microsoft Outlook sends the dated report or an invoice collection failure to your reviewer.
LeadConnectorUsed as:
- Invoice system
LeadConnector supplies current invoice balances, customer details, and every page needed for the report.
AirtableUsed as:
- Invoice system
Airtable supplies current invoice balances, customer details, and every page needed for the report.
ZoomUsed as:
- Email service
Zoom sends the dated report or an invoice collection failure to your reviewer.
BrevoUsed as:
- Email service
Brevo sends the dated report or an invoice collection failure to your reviewer.
SquareUsed as:
- Invoice system
Square supplies current invoice balances, customer details, and every page needed for the report.
XeroUsed as:
- Invoice system
Xero supplies current invoice balances, customer details, and every page needed for the report.
Stripe (Legacy)Used as:
- Invoice system
Stripe (Legacy) supplies current invoice balances, customer details, and every page needed for the report.
JobberUsed as:
- Invoice system
Jobber supplies current invoice balances, customer details, and every page needed for the report.
Microsoft Office 365Used as:
- Email service
Microsoft Office 365 sends the dated report or an invoice collection failure to your reviewer.
ClickSend SMSUsed as:
- Email service
ClickSend SMS sends the dated report or an invoice collection failure to your reviewer.
Housecall ProUsed as:
- Invoice system
Housecall Pro supplies current invoice balances, customer details, and every page needed for the report.
KeapUsed as:
- Email service
Keap sends the dated report or an invoice collection failure to your reviewer.
PayPalUsed as:
- Invoice system
PayPal supplies current invoice balances, customer details, and every page needed for the report.
SendGridUsed as:
- Email service
SendGrid sends the dated report or an invoice collection failure to your reviewer.
WhopUsed as:
- Invoice system
Whop supplies current invoice balances, customer details, and every page needed for the report.
Zoho MailUsed as:
- Email service
Zoho Mail sends the dated report or an invoice collection failure to your reviewer.
ServiceTitanUsed as:
- Invoice system
ServiceTitan supplies current invoice balances, customer details, and every page needed for the report.
ServiceM8Used as:
- Email service
ServiceM8 sends the dated report or an invoice collection failure to your reviewer.
Campaign MonitorUsed as:
- Email service
Campaign Monitor sends the dated report or an invoice collection failure to your reviewer.
GetResponseUsed as:
- Email service
GetResponse sends the dated report or an invoice collection failure to your reviewer.
ChargebeeUsed as:
- Invoice system
Chargebee supplies current invoice balances, customer details, and every page needed for the report.
Zoho BooksUsed as:
- Invoice system
Zoho Books supplies current invoice balances, customer details, and every page needed for the report.
MailgunUsed as:
- Email service
Mailgun sends the dated report or an invoice collection failure to your reviewer.
MailjetUsed as:
- Email service
Mailjet sends the dated report or an invoice collection failure to your reviewer.
lemlistUsed as:
- Email service
lemlist sends the dated report or an invoice collection failure to your reviewer.
HarvestUsed as:
- Invoice system
Harvest supplies current invoice balances, customer details, and every page needed for the report.
HoldedUsed as:
- Invoice system
Holded supplies current invoice balances, customer details, and every page needed for the report.
OneSignalUsed as:
- Email service
OneSignal sends the dated report or an invoice collection failure to your reviewer.
Lexware OfficeUsed as:
- Invoice system
Lexware Office supplies current invoice balances, customer details, and every page needed for the report.
FreshBooksUsed as:
- Invoice system
FreshBooks supplies current invoice balances, customer details, and every page needed for the report.
SuperchatUsed as:
- Email service
Superchat sends the dated report or an invoice collection failure to your reviewer.
Teamleader FocusUsed as:
- Invoice system
Teamleader Focus supplies current invoice balances, customer details, and every page needed for the report.
ActiveCampaign PostmarkUsed as:
- Email service
ActiveCampaign Postmark sends the dated report or an invoice collection failure to your reviewer.
Mailchimp TransactionalUsed as:
- Email service
Mailchimp Transactional sends the dated report or an invoice collection failure to your reviewer.
Microsoft ExchangeUsed as:
- Email service
Microsoft Exchange sends the dated report or an invoice collection failure to your reviewer.
SenderUsed as:
- Email service
Sender sends the dated report or an invoice collection failure to your reviewer.
NetSuiteUsed as:
- Invoice system
NetSuite supplies current invoice balances, customer details, and every page needed for the report.
BooqableUsed as:
- Invoice system
Booqable supplies current invoice balances, customer details, and every page needed for the report.
KintoneUsed as:
- Invoice system
Kintone supplies current invoice balances, customer details, and every page needed for the report.
RazorpayUsed as:
- Invoice system
Razorpay supplies current invoice balances, customer details, and every page needed for the report.
Zoho InvoiceUsed as:
- Invoice system
Zoho Invoice supplies current invoice balances, customer details, and every page needed for the report.
SimproUsed as:
- Invoice system
Simpro supplies current invoice balances, customer details, and every page needed for the report.
Made for your industry
Send Customer Balance Report is made for businesses in these industries.
- Construction
Group unpaid job invoices by customer for weekly review.
Show all Agents for the Construction industry - Wholesale Distribution
Show each unpaid invoice behind a wholesale customer's balance.
Show all Agents for the Wholesale Distribution industry - Accounting and Bookkeeping
Email a dated breakdown of unpaid invoices from client books.
Show all Agents for the Accounting and Bookkeeping industry
Made for your role
Send Customer Balance Report is made for people in these roles.
- Bookkeeper
Email an itemized list of open customer invoices each week.
Show all Agents for the Bookkeeper role - Accounting Manager
Show the unpaid invoices behind each customer subtotal.
Show all Agents for the Accounting Manager role - Accounts Receivable Specialist
Email invoice details and customer subtotals before each review.
Show all Agents for the Accounts Receivable Specialist role - Accountant
Total current invoice balances by customer and currency.
Show all Agents for the Accountant role - Accounts Receivable Manager
Send a dated customer balance report for weekly review.
Show all Agents for the Accounts Receivable Manager role
Made for your department
Send Customer Balance Report is made for people in these departments.
- Accounting
Subtotal open invoices by customer for the weekly review.
Show all Agents for the Accounting department - Accounts Receivable
Email weekly invoice detail behind each customer balance.
Show all Agents for the Accounts Receivable department - Collections
Send current unpaid invoice details for each customer account.
Show all Agents for the Collections department
How Send Customer Balance Report works
3 steps, in order, on every run.
-
Read Open InvoicesRead every page of current invoices and keep those with a balance due. Email an incomplete-report notice if the list stops early.
-
Total Balances by CustomerGroup open invoices by your chosen customer rollup and currency. Add each remaining balance without mixing currencies.
-
Email the Dated DetailEmail your reviewer the dated customer balance detail report. Include invoice numbers, amounts due, and customer subtotals by currency.
How to Get Started
Connect the tools you already use, such as Gmail, Stripe or Microsoft Outlook.
45 tools
- Choose the weekly review time and time zone.
- Set the receivables reviewer's email address and connect the invoice account and sending mailbox.
- Choose whether customer jobs or subcustomers appear separately or roll up to their parent customer; use the invoice's own customer when no rollup is configured.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Send Customer Balance Report:
You can choose whether jobs and subcustomers appear separately or roll up to a parent customer. Without a rollup, the report uses each invoice's customer.
Your reviewer gets an email naming the invoice that needs attention. The report marks affected subtotals incomplete.
Your reviewer gets a dated email saying there are no unpaid invoices for that run.
The run surfaces the send failure for your reviewer instead of marking the report complete.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.