| Customer | Category | What happened | Suggested action | Status |
|---|---|---|---|---|
Ashgrove Manufacturing $3,150.64 | 90+ days overdue | Invoice #0951 is 110 days past due — over three months. A form reminder rarely works at this stage. | Call directly to discuss a payment plan or the next collections step. | ⚠ Flagged — review |
Sable Ridge Winery $9,600.19 | Large balance + 90+ days | Invoice #0975 is both a large balance ($9,600.19) and 95 days overdue — the worst combination on the books. | Reach out personally before sending anything automated. | ⚠ Flagged — review |
Copperfield Interiors $1,480.23 | Disputed invoice | Invoice #1002 is marked disputed. A payment reminder would land wrong here — the disagreement needs to be resolved before any follow-up goes out. | Loop in whoever owns the dispute before sending anything. | ⚠ Flagged — review |
Vantage Point Consulting $22,750.41 | Large balance | Invoice #0988 is only 30 days overdue, but at $22,750.41 it's one of the biggest balances outstanding — worth a personal touch, not a form email. | Have the account owner call to confirm timing before it drifts further. | ⚠ Flagged — review |
Hearthstone Montessori $1,050.15 | Routine reminder | Invoice #1005 is 46 days overdue with a modest balance and no dispute — a standard friendly reminder covers it. | Reminder drafted and sent automatically. | ✓ Auto-handled |
Corvid Print Co $890.75 | Routine reminder | Invoice #1009 is 33 days overdue with a modest balance and no dispute — a standard friendly reminder covers it. | Reminder drafted and sent automatically. | ✓ Auto-handled |
Fenwick & Cole Law $1,275.12 | Routine reminder | Invoice #1015 is 21 days overdue with a modest balance and no dispute — a standard friendly reminder covers it. | Reminder drafted and sent automatically. | ✓ Auto-handled |