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Email Customer Balance Summary
Total unpaid invoices by customer and email the bookkeeper
Use this Agent instantly or customize it - no programming needed
- Weekly report timeWeekly report time
Your chosen day, time, and time zone set when the weekly report starts.
- Open invoicesOpen invoices
Your saved report lists each unpaid invoice's customer, number, and remaining balance.
- Bookkeeper email addressBookkeeper email address
You choose where your bookkeeper receives the weekly balance report.
Your invoice reporting tool holds open invoices and emails your weekly customer balance report.
- Report failure noticeReport failure notice
Your bookkeeper learns what stopped the report when email delivery becomes available.
- Weekly customer balance reportWeekly customer balance report
Your bookkeeper receives dated customer totals, supporting invoices, and the overall amount due.
- Weekly customer balance reportWeekly customer balance report
Your bookkeeper receives dated customer totals, supporting invoices, and the overall amount due.
This Agent waits for your chosen weekly report time. It totals open invoices by customer. It emails your bookkeeper a dated summary with the overall amount due.
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LeadConnectorUsed as:
- Invoice reporting tool
LeadConnector holds open invoices and emails your weekly customer balance report.
ZoomUsed as:
- Invoice reporting tool
Zoom holds open invoices and emails your weekly customer balance report.
WhopUsed as:
- Invoice reporting tool
Whop holds open invoices and emails your weekly customer balance report.
Made for your industry
Email Customer Balance Summary is made for businesses in these industries.
- Consulting
Total unpaid client invoices for the weekly receivables review.
Show all Agents for the Consulting industry - Construction
Show what each customer still owes on billed construction work.
Show all Agents for the Construction industry - Wholesale Distribution
Summarize open trade invoices by customer for weekly review.
Show all Agents for the Wholesale Distribution industry - Accounting and Bookkeeping
Summarize a client's open invoices for weekly bookkeeper review.
Show all Agents for the Accounting and Bookkeeping industry
Made for your role
Email Customer Balance Summary is made for people in these roles.
- Bookkeeper
Email weekly customer balances with invoices behind each total.
Show all Agents for the Bookkeeper role - Accounts Receivable Specialist
Total unpaid invoices by customer for weekly balance review.
Show all Agents for the Accounts Receivable Specialist role - Accountant
Pull open invoice totals by customer for weekly review.
Show all Agents for the Accountant role - Accounts Receivable Manager
Send customer balances and the overall amount due for review.
Show all Agents for the Accounts Receivable Manager role
Made for your department
Email Customer Balance Summary is made for people in these departments.
- Accounting
Email weekly customer balance totals from open invoice reports.
Show all Agents for the Accounting department - Accounts Receivable
Show weekly balances and supporting invoices for each customer.
Show all Agents for the Accounts Receivable department
How Email Customer Balance Summary works
3 steps, in order, on every run.
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Run the Open Invoices reportRun your saved report through the report date. Check every unpaid invoice for a customer and usable open balance.
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Total customer balancesAdd open balances for each customer and overall. Leave unusable invoices out of the totals and flag them for your bookkeeper.
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Email the dated reportEmail your bookkeeper the customer totals and overall amount due. Include supporting invoices, or send a zero balance report if none are open.
How to Get Started
Connect the tools you already use, such as LeadConnector, Zoom or Whop.
3 tools
- Choose the weekly report day and time, the bookkeeper's email address, and the reporting time zone.
- Save an Open Invoices report covering all customers and all unpaid invoice dates, with customer, invoice number, open balance, and report date visible.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Email Customer Balance Summary:
Yes. You choose the report day, time, time zone, and your bookkeeper's email address during setup.
Your bookkeeper still gets a dated report showing no customer balances and zero overall due.
Your bookkeeper sees which invoice needs correction. Its amount stays out of the totals until its customer and open balance are usable.
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.