# Accounts Receivable Follow-Up

> Automates collections by pulling overdue invoices from Zoho Books, calculating days overdue, drafting collection emails with appropriate urgency levels, sending reminders to customers, and tracking collection efforts in a spreadsheet. Improves cash flow by ensuring consistent follow-up on unpaid invoices.

Content type: workflow
Source URL: https://www.agentpmt.com/agent-workflow-skills/accounts-receivable-follow-up
Markdown URL: https://www.agentpmt.com/api/agent/workflows/accounts-receivable-follow-up?format=agent-md
Updated: 2026-04-26T01:18:22.092Z
Author: firef1ie

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Estimated time saved: 40 minutes.

## Tools

- Zoho Books
- Date and Time Calculator
- Gmail
- Google Sheets

## Workflow Outline

1. Pull Overdue Invoices: Pull all overdue invoices from Zoho Books with customer name, email, invoice number, amount, due date.
2. Calculate Days Overdue: Calculate the number of days each invoice is overdue from today's date. Provide the days overdue for each invoice.
3. Draft Collection Emails: Goal: Draft collection emails for each overdue invoice with appropriate tone based on severity | Inputs: Overdue invoices with days overdue calculations | Outputs: Collection emails categorized: Gentle Reminder (1-15 da...
4. Send Collection Emails: Send the appropriate collection email to each customer based on their overdue severity level.
5. Track Collection Efforts: Log collection efforts with columns: Customer, Invoice Number, Amount, Days Overdue, Severity, Email Sent Date, Follow-Up Status.
6. Notify Completion: Send a other request to a human. Accounts receivable follow-up complete. Collection emails sent and efforts logged.