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See what a 2Checkout buyer owes in Rillet before you chase
For finance and collections teams who ask their AI assistant to join a 2Checkout subscription with the buyer's Rillet invoices and amounts due.
On this page
Connector
Connect 2Checkout, pick your AI tool and paste the prompt.
The problem
Chasing the wrong buyer for the wrong amount
Collections staff look up a subscription in 2Checkout, then search Rillet for the buyer's open invoices. They often chase the wrong person or miss that the renewal currency differs from the invoices.
Without PopdockAI
- Find the subscription and renewal price in 2Checkout
- Search Rillet for the buyer by name
- Add up open invoices by hand
- Miss a currency difference or an overdue invoice
With PopdockAI
- Subscription and renewal price read from 2Checkout
- Buyer matched in Rillet by email, never guessed
- Amount due totalled with overdue flags
- Currency differences flagged, nothing written
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** For the 2Checkout subscription of the buyer with email `{email}` (or subscription reference `{subscription-reference}` if given), show what renews and what Rillet has invoiced and is still owed.
**Step 1: Find the subscription in 2Checkout**
Call `2checkout-get-subscription` with `end-user-email` set to `{email}`, or with the reference if given. Keep `subscription-reference`, `product-name`, `status`, `subscription-enabled`, `expiration-date`, `end-user-email` and `customer-reference`. If more than one subscription matches, list them and stop. Then call `2checkout-get-subscriptionrenewalprice` with `subscription-reference` and keep `final-price` and `final-currency`.
**Step 2: Find the customer in Rillet**
Call `rillet-get-customer-emails` and find the row whose `email` equals the subscription's `end-user-email`. Take its `customer-id`. If no row matches, report the buyer as present in 2Checkout and absent from Rillet, and skip to Step 4.
**Step 3: Read the invoices**
Call `rillet-get-invoices` and keep rows whose `customer-id` matches. Keep `invoice-number`, `invoice-date`, `due-date`, `total`, `amount-due`, `overdue` and `status`.
**Step 4: Report**
Show the subscription (product, status, enabled flag, expiry, renewal price), then the Rillet invoices newest first, then total amount due and any overdue invoices. Flag an active subscription with overdue Rillet invoices, and a currency difference between renewal price and invoices.
**Rules & Guidelines:**
* Tools whose names start with 2checkout belong to the 2checkout server and tools whose names start with rillet belong to the Rillet server. Both servers must be connected.
* The shared key is the email address: 2checkout `email` or `end-user-email` against Rillet `email` from `rillet-get-customer-emails`, which carries the Rillet `customer-id`. Compare emails case-insensitively after trimming spaces.
* This is read-only: never call any 2checkout action tool (any 2checkout tool that adds, updates, cancels, refunds, enables, disables or renews) and never call any Rillet tool that adds, updates, applies, unapplies, records or sets, such as `rillet-add-customer`, `rillet-add-invoice-ar-only`, `rillet-add-invoice-revenue-only`, `rillet-add-invoice-payment`, `rillet-add-credit-memo`, `rillet-update-customer`, `rillet-update-invoice` and `rillet-set-invoice-sent-status`.
**Validation:**
* If no subscription matches in 2Checkout, say so and stop.
* If the buyer has no invoices in Rillet, say so; do not assume an error.Who it's for
One answer, three teams that use it
Collections specialists
Chase the right buyer for the right amount
See total due and overdue invoices for the subscriber you are about to contact.
What does billing@fabrikam.com owe in Rillet, and is their 2Checkout subscription active?
Accounts receivable
Spot active subscribers with overdue invoices
An active subscription with overdue invoices is flagged so you can act before renewal.
Check 2Checkout subscription 7003310 against Rillet invoices and flag anything overdue.
Customer success managers
Know the balance before a renewal talk
See the renewal price next to what the customer still owes, in the right currency.
Before I call Contoso about renewal, show their 2Checkout renewal price and open Rillet invoices.
How it works
What PopdockAI does when you ask
You give a buyer email or a subscription reference, and your AI assistant reads 2Checkout and Rillet together. It stops when several subscriptions match and reports a missing customer instead of guessing.
01
Ask
You give the buyer email or a subscription reference.
02
Subscription
It finds the 2Checkout subscription and renewal price, and stops if several match.
03
Invoices
It matches the email to a Rillet customer and reads their invoices.
04
Report
You get the subscription, invoices newest first, total due and overdue flags.
What PopdockAI provides
The tools behind the answer
Ready made tools for 2Checkout and one secure connection to your AI tool. No code, no exports.
2checkout-get-subscription
2checkout-get-subscriptionrenewalprice
rillet-get-customer-emails
rillet-get-invoices
This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.
The outcome
What renews and what is owed, in one view
Related use cases
More ways to put this data to work
Find 2Checkout orders missing from Rillet
Ask your AI which 2Checkout orders have no Rillet invoice. It matches on order reference, flags amount mismatches and says how each match was made.
Learn More
Match 2Checkout payments to Rillet payments
Ask your AI to match 2Checkout payments to Rillet invoice payments for a period. It shows totals, differences and unmatched payments, labels matches as heuristic and changes nothing.
Learn More
Reconcile 2Checkout customers with Rillet customers
Ask your AI to compare 2Checkout customers with Rillet by email. It lists the gaps on each side, skips customers with no email, never guesses on duplicates and changes nothing.
Learn More
Review 2Checkout expiring subscriptions
Ask your AI which 2Checkout subscriptions expire in the next 30 days. It separates auto-renewing from manual renewals and contacts no one.
Learn More
Review 2Checkout subscription health
Ask your AI to check one 2Checkout subscription. It gathers payment, renewal, pause and usage records and gives a verdict and next step.
Learn More
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