# 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: 2026-02-15T19:19:27.272Z
Author: firef1ie

---

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.

## Frequently Asked Questions

### How do I connect this workflow to my local agent like OpenClaw or Claude Code?

You can install the local MCP server by opening a terminal and running:

```
npm install -g @agentpmt/mcp-router
agentpmt-setup
```

This will connect you to local agents like Claude Code, Windsurf, Grok Build, Cursor, etc.

Alternatively you can connect to the hosted version with this config block, no installation required:

```
{
  "mcpServers": {
    "agentpmt": {
      "type": "streamable-http",
      "url": "https://api.agentpmt.com/mcp",
      "headers": {
        "Authorization": "Bearer <AGENTPMT_BEARER_TOKEN>",
        "x-instance-metadata": "{\"client\":\"generic-mcp\",\"platform\":\"remote\"}"
      }
    }
  }
}
```

[View MCP Connection Instructions](/docs/mcp-reference/connection) for more details.

### How do I trigger this workflow?

You can use it here in the browser by clicking the 'Try It' button.

If you 'star' the workflow it will save to your dashboard for quick access.

To use the workflow in an external agent, make sure you have followed the steps to connect it to the MCP server and then copy / paste this prompt, or just tell it to use the AgentPMT MCP server and use this workflow.

> Call the AgentPMT-Workflow-Skills tool with action 'get\_workflow\_skill' and skill\_id 69921bffaa85db8efed13814 ("Accounts Receivable Follow-Up").