On a schedule

Post a weekday overdue invoice report to Slack

Every weekday morning, Slack shows your overdue QuickBooks invoices and total receivables by how late they are.

Runs: On a schedule
Apps: QuickBooks, Slack
AI: Yes, uses the built-in AI allowance
Access: QBO read; Slack chat:write

Send this to your assistant

Create a ClickRuntime automation: each weekday at 9am, list overdue QuickBooks invoices, total what's owed in 1–30, 31–60 and 60+ day buckets, add a one-line comment, and post it to #finance.

Paste it into your assistant. It tells you what it will send or change before it runs live.

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First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

Receivables creep. A few invoices slip past 30 days, then 60, and by the time anyone opens the aged receivables report a big client owes three months of work. Owners know they should check every week; few do.

A short weekday report in Slack keeps overdue money in view. Grouping by age shows whether things are getting better or worse, and the list names the customers to call today.

What you get out of it

Overdue money stays visible
Seeing the totals every morning makes it hard for a growing balance to go unnoticed.
Know who to call
The biggest and oldest invoices are listed by customer, so chasing starts with what matters most.
Spot a trend
If the 60+ day bucket grows week on week, it's time to change payment terms or stop work for a client.
A plain-English read
A one-line AI comment highlights what changed, for people who don't read aging tables.

How it works

What happens, step by step

Each weekday at 9am, ClickRuntime asks QuickBooks for every unpaid invoice past its due date.
It groups the amounts by how many days late they are: 1–30, 31–60 and over 60.
AI adds a one-line comment on what stands out.
It posts the totals and the largest overdue customers to #finance in Slack.

Before it runs live

Connect QuickBooks
Connect Slack, then invite the app to the channel (type /invite @ClickRuntime there)

What you get

RunsOn a schedule

Post a weekday overdue invoice report to Slacktoday, 9:00Succeeded

Slack · #financeOverdue: $8,420.00 across 6 invoices · 1–30 days $3,100 · 31–60 days $2,120 · 60+ days $3,200

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Run it at a different time, more or less often, or only on weekdays
Change what the AI looks for, or how it writes the result
Add another app, for example also send it to Google Sheets
Combine it with other QuickBooks and Slack steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

daily_overdue_invoice_health_report_to_slack.pyexample

from datetime import date
from clickruntime import on_trigger, credentials, http, notify, ai
API = "https://quickbooks.api.intuit.com/v3/company/1234567890"  # your QuickBooks company id

def qb(method, path, **kw):
    r = http.request(method, API + path, params={"minorversion": 73, **kw.pop("params", {})}, **kw, headers={"Accept": "application/json", "Authorization": "Bearer " + credentials.connection("quickbooks", "company")})
    return r.raise_for_status() or r.json()

@on_trigger
def run(event):
    today = date.today()
    invoices = qb("GET", "/query", params={"query": f"select * from Invoice where Balance > '0' and DueDate < '{today}'"})["QueryResponse"].get("Invoice", [])
    buckets = {"1–30": 0.0, "31–60": 0.0, "60+": 0.0}
    for inv in invoices:
        days = (today - date.fromisoformat(inv["DueDate"])).days
        buckets["1–30" if days <= 30 else "31–60" if days <= 60 else "60+"] += inv["Balance"]
    top = sorted(invoices, key=lambda i: -i["Balance"])[:5]
    text = (f"Overdue: ${sum(buckets.values()):,.2f} across {len(invoices)} invoices\n"
            + " · ".join(f"{k} days ${v:,.0f}" for k, v in buckets.items()) + "\n"
            + "\n".join(f"• {i['CustomerRef']['name']} #{i['DocNumber']} ${i['Balance']:,.2f} (due {i['DueDate']})" for i in top))
    try:
        text += "\n" + ai.generate(f"In one sentence, what stands out in this receivables summary?\n{text}", max_output_tokens=60).text
    except ai.AIError:
        pass
    notify.slack(text, channel="#finance")
    return buckets

FAQ

Common questions

Does it include invoices that aren't due yet?

No. Only invoices past their due date with a balance are counted.

Which customers are listed?

The five largest overdue balances by default. Ask for more, or for every overdue invoice, if your list is short.

Can it post to a private channel?

Yes. Invite the Slack notifications app to the private channel and name it in your request.

What permissions does it need?

QBO read; Slack chat:write. Nothing else in your accounts is used.

Does it need AI?

Yes. It uses ClickRuntime's built-in AI, so you don't need an OpenAI or Anthropic key. Every plan includes a monthly AI allowance.

How many runs does it use?

One run each time it runs (on a schedule). Checks that find nothing to do and stop right away aren't counted.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

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