Invoice Aging Report

Overview

Analyze accounts receivable by sorting outstanding invoices into aging buckets: Current (0-30 days), 31-60 days, 61-90 days, and 90+ days. Identifies clients with chronically late payments and calculates total exposure.

Wilson Tools Used

• transaction_search — find payment transactions matched to known clients or invoice references, identify gaps where expected payments are missing

Workflow

1. Ask for the list of outstanding invoices (client name, invoice amount, invoice date, due date) or ask the user to describe their invoicing pattern.
2. Use transaction_search to find all incoming payments from each client over the past 6 months.
3. Cross-reference received payments against known invoice amounts and dates.
4. For each unpaid or partially paid invoice, calculate days outstanding from the due date.
5. Sort into aging buckets: