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Aging Summary
Recent Activity
AI — Quick Actions
AR Ledger
All outstanding accounts receivable
| Account # | Client / Debtor | Invoice Date | Original Amt | Balance Due | Days Out | Aging | Status | Actions |
|---|
Payments Received
Log every payment to keep balances accurate
Total Collected
$0
Payment Methods
No payments yet
| Date | Client | Amount | Method | Invoice # | Balance After | Notes |
|---|
Collections Log
Document every contact attempt — critical for legal action
| Date | Client | Method | Contact Person | Amount | Outcome | Follow Up | Notes |
|---|
Payment Plans
Structured installment agreements
| Client | Total Owed | Monthly | Paid | Remaining | Next Due | Status |
|---|
Write-Offs
Bad debt tracker for tax documentation
| Date | Client | Original Amt | Written Off | Reason | Collections Attempted | Tax Docs |
|---|
AI Demand Letter Writer
Claude writes a professional, customized demand letter in seconds
Letter Details
Generated Letter
Your AI-generated demand letter will appear here. Fill in the details on the left and click Generate.
AI Phone Script Builder
Get a custom call script for any account situation
Script Details
Your Call Script
Your personalized phone script will appear here. Use it word-for-word or adapt it to your style.
AI Collections Coach
Ask Claude anything about collections strategy, legal questions, or difficult accounts
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