{"schemaVersion":"1.0","id":"noinfra/receivables-follow-up","version":"1.0.0","reviewedAt":"2026-10-26","availability":"reference-guide","deployment":"Discuss setup and account eligibility with the founding team. This manifest is not an executable or purchasable template.","slug":"receivables-follow-up","name":"Receivables follow-up","team":"Finance operations","summary":"Turn an approved invoice list into an exception queue and reminders your team can review.","inputs":["Invoice ID, customer, due date, amount and currency","Current payment and dispute status","Approved reminder policy and a named finance reviewer"],"steps":["Read the latest invoice and payment records from authorized sources.","Exclude paid, disputed and incomplete records; show the reason for each exception.","Draft a reminder for each eligible overdue invoice with its invoice ID and source.","Wait for approval before sending. Recheck payment status immediately before the approved action."],"approvals":"A finance owner reviews recipients, balance and wording before a reminder is sent. Posting entries or making payments needs its own authority.","limits":"No debt collection, legal escalation or money movement is implied. Source access and account eligibility must be confirmed.","sampleInput":{"synthetic":true,"asOf":"2026-10-26","invoices":[{"id":"INV-DEMO-01","due":"2026-10-20","amount":500,"currency":"USD","status":"unpaid"},{"id":"INV-DEMO-02","due":"2026-10-20","amount":250,"currency":"USD","status":"paid"}]},"sampleOutput":{"synthetic":true,"draftFor":"INV-DEMO-01","excluded":[{"id":"INV-DEMO-02","reason":"paid"}],"state":"awaiting_human_review","sent":false},"acceptance":["Paid and disputed invoices never enter the send queue.","Every amount and invoice reference matches its source.","The same invoice and reminder window cannot produce a duplicate send.","Revoked source access stops future reads and actions."],"url":"https://noinfra.ai/workflows/receivables-follow-up","requestDemo":"https://noinfra.ai/book-overview?source=workflow_receivables_follow_up"}