Invoice Chaser report

Open invoices as of Oct 14, 2026. Nothing has been sent; every reminder is a draft for you to check and send yourself.

Summary

• Send 9 reminders today: $23,925.00 overdue. The drafts are in the drafts folder, ready to copy into your email.
• $27,225.00 is overdue across 11 invoices from 9 customers.
• Biggest overdue customer: Summit Outdoor Co., $7,500.00 (oldest invoice 105 days late).
• $7,400.00 is more than 90 days late (2 invoices). 2 customers are at the Escalate stage: call them before sending the final letter.
• Also: 1 customer with a disputed invoice ($3,300.00) - no reminder drafted; 1 reminder with no email on file; 1 heads-up note to send later (see Send on).

Reminders to send

#	Customer	Stage	Send on	Past due	Total open	Days late	Email	Draft
1	Summit Outdoor Co.	Escalate	Oct 14, 2026	$7,500.00	$7,500.00	105	accounts@summitoutdoor.com	01-summit-outdoor-co.txt
2	Oakview Property Mgmt	Escalate	Oct 14, 2026	$1,800.00	$2,500.00	106	payables@oakviewpm.com	02-oakview-property-mgmt.txt
3	Tidewater Logistics	Final notice	Oct 14, 2026	$3,000.00	$3,000.00	45	payables@tidewaterlogistics.com	03-tidewater-logistics.txt
4	Greenleaf Dental	Final notice	Oct 14, 2026	$2,400.00	$2,400.00	74	billing@greenleafdental.com	04-greenleaf-dental.txt
5	Northwind Builders LLC	Firm	Oct 14, 2026	$5,350.00	$5,350.00	29	ap@northwindbuilders.com	05-northwind-builders-llc.txt
6	Brightside Marketing	Firm	Oct 14, 2026	$975.00	$975.00	15	none on file	06-brightside-marketing.txt
7	Fernwood Clinic	Friendly	Oct 14, 2026	$2,050.00	$2,050.00	14	admin@fernwoodclinic.org	07-fernwood-clinic.txt
8	Blue Harbor Cafe	Friendly	Oct 14, 2026	$850.00	$850.00	4	jamie@blueharborcafe.com	08-blue-harbor-cafe.txt
9	Riverside Yoga	Heads-up	Oct 14, 2026	$0.00	$600.00	0	hello@riversideyoga.com	09-riverside-yoga.txt
10	Patel & Sons Plumbing	Heads-up	Oct 17, 2026	$0.00	$1,250.00	0	office@patelplumbing.com	10-patel-sons-plumbing.txt

Before you send:

• Summit Outdoor Co.: Over 90 days late: call them before sending this letter. If they still don't pay, consider a collections agency or small claims. Nothing has been sent; we don't contact anyone.
• Oakview Property Mgmt: Over 90 days late: call them before sending this letter. If they still don't pay, consider a collections agency or small claims. Nothing has been sent; we don't contact anyone. Includes $700.00 not yet due, listed for their records.
• Northwind Builders LLC: They also have a $500.00 credit on file; check whether to apply it before sending.
• Brightside Marketing: No email on file: add the address before sending.
• Fernwood Clinic: Invoice 1060 had no readable due date; we assumed 30 days after the invoice date. Check it before sending.
• Riverside Yoga: Courtesy note: due Oct 17, 2026 (in 3 days).
• Patel & Sons Plumbing: Courtesy note: due Oct 20, 2026 (in 6 days).

How the stage is picked (by each customer's oldest unpaid invoice):

• Heads-up: due in the next 7 days; a courtesy note, sent 3 days before the due date.
• Friendly: 1 to 14 days late; a light reminder.
• Firm: 15 to 44 days late; asks for payment within 7 days.
• Final notice: 45 to 89 days late; final notice with a 7-day deadline.
• Escalate: 90 or more days late; a final letter. Call them first, then consider collections.

Needs a person

These customers have a disputed invoice, so we didn't draft a reminder. Talk to them and settle the dispute first.

Customer	Invoices	Open balance	Days late	What your export says
Coastal Realty Group	1030	$3,300.00	40	Customer disputes hours billed - on hold

Call before you send: Summit Outdoor Co. ($7,500.00, 105 days late), Oakview Property Mgmt ($1,800.00, 106 days late). If a call and the final letter don't work, a collections agency or small-claims court are the usual next steps.

No email on file: Brightside Marketing. Add their address to the draft before sending, or upload a contact list next time.

Aging summary

Bucket	Invoices	Amount
Not due yet	4	$3,030.00
1-30 days late	5	$9,225.00
31-60 days late	3	$8,200.00
61-90 days late	1	$2,400.00
90+ days late	2	$7,400.00
Total open	15	$30,255.00

Credits on file (not chased)

Negative balances are money you owe the customer or haven't applied yet. We left them out of the reminders.

Customer	Reference	Type	Date	Amount
Lumen Labs	CM-17	Credit Memo	Oct 1, 2026	-$350.00
Northwind Builders LLC	5521	Payment	Oct 5, 2026	-$500.00
Total				-$850.00

Not due yet (no reminder needed)

Customer	Invoices	Amount	Next due
Maple Street Bakery	1095	$480.00	Nov 13, 2026

What we read

File	Used as	Looks like	Rows read	Rows used	Rows skipped	Note
quickbooks_ar_aging_detail.csv	Invoices	QuickBooks	30	18	12
contacts/customer_contacts.csv	Contacts	Contact list	12	11	1

• Passed over 12 heading or subtotal rows (report titles, aging bucket headings and totals; normal for this kind of export).
• Left out 1 invoice: zero balance.
• 1 invoice had no readable due date; we treated it as due 30 days after the invoice date.

Limits: we only read the files you uploaded and don't connect to your accounting system, send email or contact anyone. Days late are counted from the due date to Oct 14, 2026. Amounts are shown in dollars as they appear in your export.