Manage customer receivables, collections, credit memos, and AR aging. Use when tracking overdue invoices, sending dunning letters, creating write-offs, or generating customer statements.
Track customer receivables, manage collections, issue credit memos, and monitor AR aging.
stateset ar ... or stateset "AR aging report"--apply.get_ar_aging, get_customer_ar_aging, log_collection_activity, create_credit_memo, apply_credit_memo, apply_payment_to_invoice, create_write_off, get_customer_statement, get_customer_ar_summary.get_ar_aging, get_customer_ar_aging, get_customer_statement, get_customer_ar_summary — no --apply needed.log_collection_activity, create_credit_memo, apply_credit_memo, apply_payment_to_invoice, create_write_off — requires --apply.stateset --db ./store.db "get ar aging"
stateset --db ./store.db "get customer statement customer_id=cust_123"
stateset --db ./store.db "create credit memo customer_id=cust_123 amount=150 reason=PricingError" --apply
stateset --db ./store.db "log collection activity customer_id=cust_123 type=Reminder2" --apply
Invoice Collection: None -> Reminder1Sent -> Reminder2Sent -> Reminder3Sent -> InCollections -> SentToAgency (or WrittenOff/PaymentPlan) Credit Memo: Draft -> Pending -> Approved -> Applied (or Voided) Write-Off: Pending -> Approved -> Posted (or Rejected)
{"status":"dunning_sent","customer_id":"cust_123","dunning_type":"Reminder2","total_overdue":3250.00,"invoices_overdue":3}
AR_CREDIT_MEMO_INVALID: Credit memo status must be Open and invoice must have a remaining balance.AR_WRITEOFF_REJECTED: Write-off requires an approver and a valid GL account.AR_DUNNING_NO_EMAIL: Customer has no valid email address for dunning delivery.