Chase overdue invoices from chat
Make a statement of account for Brightwater Dental for September and October, with aging, as a PDF. Then write a firm chaser for everything they owe that's overdue.
- statement_build Builds the statement: opening balance, invoices, payments, closing balance
- statement_pdf Writes the A4 statement of account
- dunning_text Writes a level 2 (firm) chaser that lists every overdue invoice
An A4 statement for Brightwater Dental with 0-30, 31-60 and 61-90 day buckets, plus a firm email that names each overdue invoice and the total due.