ar-aging
Produce an accounts-receivable aging report and surface overdue invoices for a Well workspace. Use when the user asks who owes them money, an AR aging report, overdue invoices, days sales outstanding (DSO), or which customers to chase.
适合你，如果你需要追踪客户欠款并管理应收账款
npx oh-my-skill add wellapp-ai/well/ar-agingcurl -fsSL https://oh-my-skill.com/install.sh | bash -s -- wellapp-ai/well/ar-agingnpx oh-my-skill verify wellapp-ai/well/ar-aging怎么用
商店整理自技能原文 · 版本 782601c · 表述以原文为准当你询问应收账款相关问题时，Claude 会从 Well 工作区获取发票与交易数据，生成一份账龄报告。报告按到期日分段（当前、1-30天等）列出未付金额，并标出已确认未支付的逾期发票。同时会提供每个客户的付款习惯和应收账款周转天数（DSO）。
当用户问谁欠款、要应收账款报告、查逾期发票、算DSO，或问哪些客户需要追款时触发。
技能原文 SKILL.md
Accounts-receivable aging from Well
Collections is judgment, not nagging. The point of an aging report is to chase the right customers — firmly where their payment history warrants it, gently where it doesn't — and to never chase an invoice that was already paid, disputed, or credited. Verify status before recommending any chase.
Build it
- Discover the schema first (see
well:querying-well-data). - Open receivables — issued
invoicesfiltered on the payment-status / outstanding field the schema exposes (don't infer "unpaid" by subtracting sums if a status field exists). Pull due date, outstanding amount, and the customer (companies). - Confirm what's actually settled — cross-check against
transactions/invoice_transactionsso a payment already received but not yet reflected in status isn't counted as overdue. This is thewell:reconciliationsibling skill — reuse it. - Bucket by age from the due date: Current (not yet due), 1–30, 31–60, 61–90, 90+ days overdue. Total per bucket and per customer.
- Per-customer behavior — where history exists, note each customer's typical days-to-pay so the user can prioritise (a chronic late-payer ≠ a first-time slip).
Rules
- Verify status before chasing. Exclude paid / disputed / credited invoices from "to chase" — chasing a settled invoice is the fastest way to lose trust.
- Sort the chase list by amount × overdue age, but annotate each with the customer's payment tier.
- Don't sum across currencies without converting (
exchange_rates). - Report DSO (days sales outstanding) only with the window it's computed over.
Present it
An aging table (buckets × totals), a top "to chase" list (verified-open only, with each customer's payment behavior), DSO with its window, and the total outstanding — in the workspace currency.