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See who owes what in Rillet and who to chase first
For finance teams who want a Rillet accounts receivable aging by bucket and currency, with the top collection priorities named.
On this page
Connector
Connect Rillet, pick your AI tool and paste the prompt.
The problem
Aging reports that bury the customers you need to call
Building an aging report means pulling every open Rillet invoice, working out days past due and sorting them into buckets per currency. Drafts and voids sneak into the totals, and the customers who most need a call get lost.
Without PopdockAI
- Export open invoices from Rillet
- Work out days past due for each
- Sort into buckets and keep currencies apart
- Scan the table for who to chase
With PopdockAI
- Open invoices read with drafts and voids left out and counted
- Days past due from the due date, or invoice date when missing
- Aging buckets and totals per currency
- The top five customers to chase, each with a reason
The prompt
Use this prompt
Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.
**Objective:** Produce an accounts receivable aging as of `{as-of-date}` (default today), optionally limited to the customer `{customer-name}` (default all customers), and recommend who to chase first.
**Step 1: Resolve the customer (only if one was given)**
If `{customer-name}` is not empty, call `rillet-get-customers` (it takes no filters) and find the customer whose `name` or `invoicing-name` matches. If more than one matches, list them with their `customer-id` and stop. If none match, say so and stop.
**Step 2: Pull the open invoices**
Call `rillet-get-invoices` (it takes no filters). Keep only invoices with `amount-due` greater than zero, and only the resolved `customer-id` if Step 1 ran. Call `rillet-get-customers` if you have not already, to put a name on every `customer-id`.
**Step 3: Age them**
* Days past due = `{as-of-date}` minus `due-date`. An invoice with no `due-date` is aged from `invoice-date`.
* Buckets: Current (not yet due), 1-30, 31-60, 61-90, over 90.
* Never add amounts in different currencies together. Keep a separate aging per `currency`.
**Step 4: Report**
* A table per currency: customer, then the `amount-due` in each bucket, then the total, sorted by the over-90 column, then the total.
* A bucket totals row.
* The top five collection priorities: customer, oldest invoice number, days past due, amount due, and one line on why.
**Rules & Guidelines:**
* This is read-only. Do not call any tool whose name starts with rillet-add-, rillet-update-, rillet-apply-, rillet-unapply-, rillet-record-, rillet-set- or rillet-setup-. In particular do not call `rillet-add-invoice-payment` or `rillet-set-invoice-sent-status`.
* An invoice whose `status` suggests it is draft or void is not a receivable. Leave it out and say how many you excluded.
* Use the `overdue` flag only as a cross-check; compute the days yourself.
**Validation:**
* If no invoice has an amount due, say the ledger is clear and stop.
* If `{as-of-date}` cannot be read as a date, ask for it in YYYY-MM-DD form.Who it's for
One answer, three teams that use it
Collections
Get a call list, not just a table
The top five priorities come with their oldest invoice and a reason, ready for the day's calls.
Who are the five Rillet customers I should chase first this morning?
AR managers
See aging per currency
Bucket totals per currency show where receivables are slipping.
Show me Rillet AR aging as of the end of October, split by currency.
Account managers
Check one customer's open balance
Age a single customer's invoices before a call so you know what is overdue.
What does Contoso owe in Rillet and how old is it?
How it works
What PopdockAI does when you ask
You give an as-of date and your AI assistant ages every open Rillet invoice and picks out who to chase first. It only reads.
01
Ask
You give an as-of date, and optionally one customer.
02
Read
It reads open invoices with an amount due, leaving out drafts and voids.
03
Age
It sorts each into current, 1 to 30, 31 to 60, 61 to 90 or over 90 days.
04
Report
You get aging per currency and the top five to chase.
What PopdockAI provides
The tools behind the answer
Ready made tools for Rillet and one secure connection to your AI tool. No code, no exports.
rillet-get-customers
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
Start every day knowing who to chase first
Related use cases
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