Collect on overdue QuickBooks invoices, starting with the ones that matter

SKILL.md---
name: quickbooks-overdue-invoices
description: "Twice a week: your A/R aging from QuickBooks, the overdue invoices worth chasing first, and a question about which payment reminders to send. Use when the user asks for this, or when it runs on a schedule."
---

# QuickBooks overdue invoices to chase

Twice a week: your A/R aging from QuickBooks, the overdue invoices worth chasing first, and a question about which payment reminders to send.

Receivables slip because chasing them is awkward, not because anyone forgot. By the time an invoice is 60 days late it has become a conversation with the customer's finance team, and the cash was needed weeks ago.

This skill turns the aging report into a short list: the few invoices big or old enough to chase this week, after checking for payments already in flight so nobody gets a reminder for a bill they paid. You choose who gets one, and QuickBooks sends it with the pay link.

## Two ways to get the data

Use the API or MCP route when you have an MCP server, a CLI or an API token for the app. Otherwise, if you can drive a browser the user is signed in to (Claude in Chrome, a Playwright or Chrome DevTools MCP server), use the browser route. Say which one you used.

## Route A: API or MCP server

### What you need

- QuickBooks Online read access through a connector or MCP server, or an Intuit developer app authorized for `com.intuit.quickbooks.accounting`.
- Permission to send invoices, only if you want the agent to send the reminders you approve.

If something is missing, say what and stop; do not invent numbers.

### Steps

1. **Read the aging buckets** (QuickBooks): Call `GET /v3/company/{realmId}/reports/AgedReceivables` as of today for the totals in Current, 1-30, 31-60, 61-90 and 91 and over, per customer and overall.
2. **List the overdue invoices** (QuickBooks): Query `SELECT Id, DocNumber, CustomerRef, TotalAmt, Balance, DueDate, BillEmail FROM Invoice WHERE Balance > '0' AND DueDate < '2026-10-17' ORDERBY DueDate` with today's date, paging with `STARTPOSITION` and `MAXRESULTS`.
3. **Rule out payments in flight** (QuickBooks): For each customer on the list, look at recent `Payment` records for an `UnappliedAmt` above zero, and at open `CreditMemo` balances. A match goes on its own line to apply, not to chase.
4. **Rank and ask**: Score each invoice by balance times days overdue, put anything over 60 days or $5,000 on top, and ask which customers get a reminder. On a yes, `POST /v3/company/{realmId}/invoice/{Id}/send` emails the invoice with its pay link to `BillEmail`.

## Route B: the browser

### What you need

- Signed in to QuickBooks Online as a user who can see sales and reports; sending reminders also needs permission to create and send sales transactions.

If something is missing, say what and stop; do not invent numbers.

### Steps

Start at https://app.qbo.intuit.com/app/invoices. The user is signed in already; never type passwords or codes, and ask if a sign-in page appears.

1. **List the overdue invoices**: Open `https://app.qbo.intuit.com/app/invoices` (**Sales** > **Invoices**, or **All apps** > **Sales & Get Paid** > **Invoices** in the newer navigation) and click the **Overdue** total at the top to filter the list. Read customer, invoice number, balance, due date and the days overdue in the status column. Use the export icon above the table when the list is long.
2. **Read the aging buckets**: Go to **Reports** > **Standard reports** and open **Accounts receivable aging summary** with **Report period** set to today. Read the totals for Current, 1-30, 31-60, 61-90 and 91 and over, overall and per customer.
3. **Rule out payments in flight**: For each customer on the list open them under **Sales** > **Customers** and look through their transactions for a payment with an unapplied amount or an open credit memo. Those go on their own line to apply, not to chase.
4. **Rank and ask**: Rank the rest by balance times days overdue, with anything over 60 days or $5,000 first, and ask which customers get a reminder. Only after the answer, open each approved invoice, choose **Send reminder** from the **Receive payment** dropdown, check the message and click **Send**.

Note: Menu names differ between the classic and the newer QuickBooks navigation; the invoice page URL is the same. The aging summary groups by due date as of today, so an invoice due yesterday sits in 1-30 even though it was current when the last run looked.

## The report

- **Total overdue** and how much of it is past 60 days.
- The aging buckets: current, 1-30, 31-60, 61-90, 91 and over.
- The invoices to chase, ranked: customer, number, balance, days late.
- Unapplied payments or credits that may already settle an invoice.
- The question: which reminders to send.

## Post it to Briefkin

When `BRIEFKIN_TOKEN` is set, or `~/.config/briefkin/env` exists (the installer from https://briefkin.dev/docs writes it), also send the result to the user's Briefkin board as one card. Keep the `item_key` the same on every run so the card updates in place, use a new `event_id` per run, and put today's real numbers in place of the example ones. If the request fails, say so once and carry on.

```bash
[ -n "${BRIEFKIN_TOKEN:-}" ] || . ~/.config/briefkin/env
curl -sS -X POST "${BRIEFKIN_URL:-https://briefkin.dev}/v1/events" \
  -H "authorization: Bearer $BRIEFKIN_TOKEN" \
  -H "content-type: application/json" \
  -d @- <<'JSON'
{
  "v": 1,
  "event_id": "quickbooks-overdue-invoices/<date of this run, e.g. 2026-10-16>",
  "item_key": "quickbooks-overdue-invoices",
  "project": "Acme",
  "source": "QuickBooks overdue invoices to chase skill",
  "kind": "action",
  "title": "5 overdue invoices to chase, $38,450",
  "summary": "**$38,450** is overdue across 5 customers, and **$21,000** of it is more than 60 days late.",
  "action": {
    "request": "Send QuickBooks payment reminders for these invoices?",
    "options": [
      "Send all 5",
      "Only the 2 over 60 days",
      "Draft personal emails instead",
      "Not today"
    ]
  },
  "widget": [
    {
      "type": "Table",
      "props": {
        "columns": [
          "Customer",
          "Invoice",
          "Balance",
          "Days late"
        ],
        "align": [
          "left",
          "left",
          "right",
          "right"
        ],
        "rows": [
          [
            "Pinecrest Logistics",
            "#1042",
            "$14,500",
            74
          ],
          [
            "Alder & Co",
            "#1051",
            "$6,500",
            63
          ],
          [
            "Meridian Clinics",
            "#1066",
            "$9,800",
            38
          ],
          [
            "Fieldstone Realty",
            "#1071",
            "$4,200",
            21
          ],
          [
            "Copperleaf Foods",
            "#1077",
            "$3,450",
            9
          ]
        ]
      }
    },
    {
      "type": "Badges",
      "props": {
        "items": [
          {
            "label": "Current $52,300",
            "tone": "ok"
          },
          {
            "label": "1-30 days $7,650",
            "tone": "neutral"
          },
          {
            "label": "31-60 days $9,800",
            "tone": "warn"
          },
          {
            "label": "61-90 days $21,000",
            "tone": "bad"
          }
        ]
      }
    }
  ]
}
JSON
```

Widgets come from the Briefkin catalog (https://briefkin.dev/v1/catalog). Without a token, just give the user the report.

## Run it on a schedule

Suggested: Mondays and Thursdays at 10:00 (`0 10 * * 1,4`). From cron, with the agent signed in on that machine:

```bash
0 10 * * 1,4 claude -p "Run the quickbooks-overdue-invoices skill"
# Codex: codex exec, Gemini CLI: gemini -p, Copilot CLI: copilot -p, OpenCode: opencode run
```

Or use the agent's own scheduler (Claude Code routines, Codex automations, Claude or ChatGPT scheduled tasks): https://briefkin.dev/skills/quickbooks-overdue-invoices#schedule

Source: https://briefkin.dev/skills/quickbooks-overdue-invoices