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Chase the right Salesforce overdue invoices first
For collections teams who want aged overdue invoices with unapplied cash and open disputes shown, by asking their AI assistant.
On this page
Connector
Connect Salesforce, pick your AI tool and paste the prompt.
The problem
Chasing balances that are really unapplied cash
Collections starts with an aging report, but an overdue Salesforce balance is not always a customer who has not paid. Unapplied payments, unused credits and open complaints change who you should call, and finding them per account is slow.
Without PopdockAI
- Run an aging report and sort by balance
- Check each big account for unapplied payments
- Look for unused credits and open complaints
- Call customers who already paid
With PopdockAI
- Past due invoices are aged into buckets per account
- The top ten accounts are checked for unapplied cash, credits and open cases
- Offsets are shown alongside, not netted
- Read only, with a chase list split by call, application and dispute
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 view of invoices past due as of today, optionally for account `{account-name}`, and say who to chase first.
**Step 1: Pull unpaid invoices**
Call `salesforce-get-invoice` with `balance.min` 0.01, `due-date.to` yesterday, `account-name.contains` set to `{account-name}` when given, and `max-records` 1000.
**Step 2: Age them**
Bucket each by days past due: 1-30, 31-60, 61-90, over 90. Total the balance per bucket and per account.
**Step 3: Offset check for the top 10 accounts by overdue balance**
* `salesforce-get-credit-memo` with `account-id` and `balance.min` 0.01: unapplied credit that could offset the debt.
* `salesforce-get-payment` with `account-id`: payments with total-unapplied above zero, which suggest cash received but not applied.
* `salesforce-get-case` with `account-id` and `closed` false: an open dispute or complaint.
**Step 4: Report**
* The aging table (bucket, count, balance) with a total.
* The top 10 accounts: overdue balance, oldest invoice, unapplied credit, unapplied payments, open cases.
* A chase list: accounts to call, accounts whose balance is really an application problem, and accounts where an open case should be resolved before chasing.
**Rules & Guidelines:**
* This prompt is read-only. Do not call any write tool: `salesforce-add-account`, `salesforce-add-contact`, `salesforce-add-lead`, `salesforce-add-opportunity`, `salesforce-add-case`, `salesforce-add-task`, `salesforce-add-asset`, `salesforce-add-campaign`, `salesforce-update-account`, `salesforce-update-contact`, `salesforce-update-lead`, `salesforce-update-opportunity`, `salesforce-update-case`, `salesforce-update-task` or `salesforce-update-asset`.
* Do not net credits or payments against invoices in the totals; show them alongside.
**Validation:**
* If nothing is overdue, say so and stop.Who it's for
One answer, three teams that use it
Collections specialists
Know who to call first
Get a chase list that separates real non payment from application problems and disputes.
Who should I chase first for overdue invoices in Salesforce this week?
Accounts receivable managers
Review aging with the context
See aging by bucket and account with unapplied cash and open cases next to the balance.
Show overdue Salesforce invoices aged 1 to 30, 31 to 60, 61 to 90 and over 90 days, by account.
Account managers
Settle disputes before collections calls
See which of your accounts have open cases holding up payment.
Does Fabrikam have overdue invoices in Salesforce, and are there open cases or unapplied credits?
How it works
What PopdockAI does when you ask
You optionally name an account, and your AI assistant ages the overdue invoices and checks the biggest balances. It builds a chase list and changes nothing.
01
Ask
You optionally name an account.
02
Age
It buckets past-due invoices by days overdue, per bucket and per account.
03
Check
It looks for unapplied credit, unapplied payments and open cases on the top ten.
04
Report
You get the aging table and a chase list split by call, application and dispute.
What PopdockAI provides
The tools behind the answer
Ready made tools for Salesforce and one secure connection to your AI tool. No code, no exports.
salesforce-get-invoice
salesforce-get-credit-memo
salesforce-get-payment
salesforce-get-case
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
Collectors call the right customers first
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One prompt template with infinite possibilities.
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