Report

Cross-Connector

See a customer's BigCommerce orders and Rillet balance together

For support and collections teams who want orders, invoices and amounts due in one view, just by asking their AI assistant.

Summarize a BigCommerce customer's orders and Rillet receivables

Has dana@northwindtraders.com paid for her recent orders? Show me BigCommerce orders and what Rillet says is due.

Dana Whitfield, Northwind Traders, payment terms Net 30. Ordered 2,140.00, invoiced 1,980.00, amount due 640.00. - Orders in 180 days: 5, all in USD - Invoices: 4, of which INV-1042 is overdue, 640.00 - Credit memos: 1, 160.00 - No obvious invoice: order 10492 Want the full invoice table?

BigCommerce

Sample figures. Your results come from your own account.

bigcommerce-get-customer

bigcommerce-get-order

rillet-get-customer-emails

rillet-get-invoices

rillet-get-invoice-payments

rillet-get-credit-memos

On this page

The problem

The prompt

Who it's for

How it works

Tools used

Connector

BigCommerce

Run it on your own BigCommerce data.

Connect BigCommerce, pick your AI tool and paste the prompt.

The problem

Has the customer paid takes three tools to answer

To answer whether a customer has paid, staff open BigCommerce for orders, Rillet for invoices and payments, then a spreadsheet to line them up. Orders with no obvious invoice, or overdue invoices, are easy to miss.

Without PopdockAI

Look up orders in BigCommerce
Find invoices and payments in Rillet
Line them up in a spreadsheet
Miss an overdue invoice

With PopdockAI

The BigCommerce customer, orders and Rillet customer are found
Invoices, payments and credit memos are read
Totals ordered, invoiced and due are compared, with overdue items listed
Both statuses are shown, and nothing is changed

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt

**Objective:** For the customer identified by `{customer-email}`, show recent orders from the store together with invoices and amounts due in Rillet, looking back `{lookback-days}` days (default 180).

**Step 1: Find the store customer (bigcommerce server)**

Call `bigcommerce-get-customer` with `email` = `{customer-email}`. If none match, stop. Keep `id`, `name`, `company`. Call `bigcommerce-get-order` with `customer-id` = that `id` and `date-created.from` set to the lookback start; keep `id`, `date-created`, `total-including-tax`, `currency-code`, `status`, `payment-status`, `refunded-amount`.

**Step 2: Find the ledger customer (rillet server)**

Call `rillet-get-customer-emails` and find the row with the same `email`. Take `customer-id` and `payment-terms`. If there is none, report the customer as having no Rillet record and show the store side only.

**Step 3: Ledger activity (rillet server)**

Call `rillet-get-invoices` and keep rows for that `customer-id` in the lookback window: `invoice-number`, `invoice-date`, `due-date`, `total`, `amount-due`, `overdue`, `status`. Call `rillet-get-invoice-payments` for payments on those `invoice-id` values, and `rillet-get-credit-memos` with `customer-id`.

**Step 4: Report**

Customer header (store name, Rillet payment terms), a table of orders, a table of invoices, total ordered vs total invoiced vs total `amount-due`, and any overdue invoices. Point out orders with no obvious invoice.

**Rules & Guidelines:**

* `bigcommerce-*` tools are on the bigcommerce server; `rillet-*` tools are on the rillet server. Both servers must be connected.
* This prompt is read-only. Never call any bigcommerce `-add`, `-update` or `-delete` tool or any rillet `-add`, `-update`, `-apply`, `-unapply`, `-record`, `-set` or `-setup` tool.
* Quote ids and amounts exactly as returned. Do not guess a match.

**Validation:**

* If the email matches more than one store customer, list them and stop.
* Do not report an order as unpaid on the strength of the invoice side alone; show both statuses.

Who it's for

One answer, three teams that use it

Support agents

Answer payment questions on the spot

Orders, invoices and amount due in one view let you answer while the customer waits.

Has jo@contoso.com paid for their recent BigCommerce orders according to Rillet?

Collections specialists

See overdue invoices for a customer

Overdue invoices are listed with what the customer has ordered, ready for a call.

Which Rillet invoices are overdue for lee@fabrikam.com, and what have they ordered on BigCommerce?

Accountants

Find orders with no invoice

Orders with no obvious invoice point to billing that still needs doing.

Which BigCommerce orders for sam@northwindtraders.com in the last 90 days have no Rillet invoice?

How it works

What PopdockAI does when you ask

You give a customer email and your AI assistant combines BigCommerce orders with Rillet receivables. It never calls an order unpaid on the invoice side alone.

Ask

You give the customer's email and optionally a lookback period.

Your AI tool

Find

It finds the BigCommerce customer and orders, then the Rillet customer.

bigcommerce-get-customer

bigcommerce-get-order

rillet-get-customer-emails

Gather

It reads the invoices, payments and credit memos for that customer.

rillet-get-invoices

rillet-get-invoice-payments

rillet-get-credit-memos

Report

You get orders, invoices, totals, overdue items and orders with no obvious invoice.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for BigCommerce and one secure connection to your AI tool. No code, no exports.

get-data

bigcommerce-get-customer

Returns customers from BigCommerce, with filters for the fields that matter on this list. Read-only; needs a BigCommerce connection.

get-data

bigcommerce-get-order

Returns orders from BigCommerce, with filters for the fields that matter on this list. Read-only; needs a BigCommerce connection.

get-data

rillet-get-customer-emails

Returns customer email addresses with their type and the customer's location from Rillet.

get-data

rillet-get-invoices

Returns customer invoices (number, customer, dates, status, totals, amount due) from Rillet.

get-data

rillet-get-invoice-payments

Returns payments received against customer invoices from Rillet.

get-data

rillet-get-credit-memos

Returns customer credit memos (number, customer, invoice, totals) from Rillet.

Read only.Nothing in BigCommerce Changes

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

Whether a customer has paid, from one view

Related use cases

More ways to put this data to work

Check BigCommerce refunds against Rillet credit memos

Ask your AI to match refunded BigCommerce orders to Rillet credit memos and report which refunds have none, with ambiguous matches flagged and nothing created.

Learn More

Compare BigCommerce sales with Rillet invoiced revenue

Ask your AI to total BigCommerce orders and refunds against Rillet invoices and credit memos for a period and get the gap per currency, with partial sums flagged.

Learn More

Reconcile a BigCommerce order with a Rillet invoice

Ask your AI to find the Rillet invoice for a BigCommerce order and it compares total, currency and date, labelling inferred matches and refusing to pick between ties.

Learn More

Find BigCommerce customers missing from Rillet

Ask your AI which recent BigCommerce customers are not customers in Rillet and it matches on email then name, never guesses and changes nothing.

Learn More

Check BigCommerce products against Rillet products

Ask your AI which best-selling BigCommerce products are missing from Rillet or priced differently, with weak matches labelled as suggestions and no products created.

Learn More

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.