AgentSkillsCN

commerce-accounts-receivable

管理客户应收账款、催收工作、贷项通知单以及应收账款账龄分析。无论是追踪逾期账单、发送催款函、办理核销手续，还是生成客户对账单，此功能都能高效助力。

SKILL.md
--- frontmatter
name: commerce-accounts-receivable
description: Manage customer receivables, collections, credit memos, and AR aging. Use when tracking overdue invoices, sending dunning letters, creating write-offs, or generating customer statements.

Commerce Accounts Receivable

Track customer receivables, manage collections, issue credit memos, and monitor AR aging.

How It Works

  1. •Monitor AR aging to identify overdue accounts.
  2. •Log collection activities (dunning letters, calls, emails).
  3. •Issue credit memos for returns, pricing errors, or goodwill.
  4. •Apply payments and credit memos to outstanding invoices.
  5. •Write off uncollectible balances with approval.
  6. •Generate customer statements.

Usage

  • •MCP tools: get_ar_aging, get_customer_ar_aging, log_collection_activity, create_credit_memo, apply_credit_memo, apply_payment_to_invoice, create_write_off, get_customer_statement, get_customer_ar_summary.
  • •Writes require --apply.

Collection Statuses

  • •None -> Reminder1Sent -> Reminder2Sent -> Reminder3Sent -> InCollections -> SentToAgency (or WrittenOff/PromiseToPay/PaymentPlan)

Dunning Letter Types

  • •Reminder1, Reminder2, Reminder3, DemandLetter, CollectionNotice

Credit Memo Reasons

  • •ReturnedGoods, PricingError, Overpayment, Damaged, ServiceCredit, GoodwillAdjustment, Other

Write-Off Reasons

  • •Uncollectible, Bankruptcy, CustomerDispute, SmallBalance, AccountClosed, Deceased, Other

Aging Buckets

  • •Current, 1-30 days, 31-60 days, 61-90 days, 90+ days

Output

json
{"status":"dunning_sent","customer_id":"cust_123","dunning_type":"Reminder2","total_overdue":3250.00,"invoices_overdue":3}

Present Results to User

  • •Customer name and total outstanding balance.
  • •Aging breakdown by bucket.
  • •Collection activity history and next recommended action.
  • •Credit memo and write-off totals.

Troubleshooting

  • •Credit memo won't apply: verify memo status is Open and invoice has remaining balance.
  • •Write-off rejected: ensure approver and GL account are provided.
  • •Aging mismatch: confirm invoice dates and payment applications are current.

References

  • •references/ar-collections.md
  • •/home/dom/stateset-icommerce/crates/stateset-core/src/models/accounts_receivable.rs
  • •/home/dom/stateset-icommerce/crates/stateset-embedded/src/accounts_receivable.rs