Before sending a collection reminder, check whether a payment, credit memo, or unapplied amount explains the open balance. In the linked MosoFin demo, QuickBooks showed $2,000 due for Cedar Works. A credit brought the net balance to zero.
Watch the YouTube Short on MosoFin’s channel.
This guide shows the workbook output. For the underlying 15-minute report review, see QuickBooks overdue invoices: a 15-minute A/R review.
The review workbook
In the video, Bea retrieves authorized QuickBooks data read-only. Claude reviews A/R aging, checks exceptions, and prepares a workbook for a person to review. The workbook has six tabs:
| Tab | Contents |
|---|---|
| Run Context | Workspace, company, report date, source, and change status |
| Aging Summary | Customer totals by aging bucket |
| Aging Detail | Invoice-level due dates, aging, and open balances |
| Collection Plan | Priorities, suggested next step, owner, and status |
| Drafts | Outreach text marked for review; nothing sent |
| Exceptions | Credits, payments, and reconciliation differences |
What the example found
The figures are from an illustrative product demonstration, not a customer’s file. The example workbook shows:
- $155,646 in total A/R;
- 91% overdue;
- $40,656 over 90 days;
- 63.1 weighted average days late;
- 54.3% of A/R concentrated in the top five customers;
- a $4,500 reconciliation difference explained by two credits and one payment;
- 31 overdue customers ranked for review;
- 12 draft messages marked review required and not sent.
Before contacting a customer
- Confirm the QuickBooks company and report date; reconcile the aging summary to invoice detail.
- Check payments, credits, and unapplied amounts; resolve exceptions before outreach.
- Rank remaining balances by amount, age, and concentration, then assign an owner.
- Have a person verify the customer, amount, and message. The workflow shown prepares drafts but does not send them or change QuickBooks.
Want to try the full setup?
The Short shows the result. The full setup walkthrough shows how to connect MosoFin and get the workflow ready inside Claude:
FAQ
What should I check before contacting a customer about an overdue QuickBooks invoice? Check whether credits, payments, unapplied amounts, or zero-net balances explain the overdue amount before anyone contacts the customer.
What does an A/R aging collections workbook include? A useful workbook includes run context, aging summary, invoice-level aging detail, a ranked collection plan, review-only message drafts, and exceptions for credits or payments.
Can MosoFin send collection messages automatically? No. MosoFin is designed as a read-only review layer. It can prepare review-only drafts, but nothing is sent and nothing is changed in QuickBooks by the workflow shown here.
Who is this A/R review workflow for? It is useful for small business owners, bookkeepers, accounting firms, fractional CFOs, and finance teams that need to turn overdue invoice reports into clear next actions.
