---
name: "invoices_report"
area: "invoices"
title: "Run a receivables report"
price: "free"
method: "POST"
url: "https://api.conecto.chat/v1/tools/invoices_report"
mcp_server: "https://api.conecto.chat/mcp/invoices"
auth: "Authorization: Bearer <conecto_sk_ key>"
docs_url: "https://conecto.chat/tools/invoices/invoices_report"
---

# Run a receivables report (`invoices_report`)

Aged receivables on any day, or sales per customer for a period with the credit notes taken off.

aged_receivables: what each customer owes on as_of (default today), by how long past due: current (not due yet), 1-30, 31-60, 61-90 and over 90 days, per currency. sales: what was invoiced from-to (by issue date; default this month) per customer, less the credit notes issued in it: net, tax and total, and what was paid in it. To show a person, put it in a view (view_show). Free.

Price: Free up to 1,000,000 reads a month for the whole account, then $0.50 per 10,000 reads. A call that fails costs nothing.

## Use it when

Month end, a cash check, or before chasing payments.

- For what is owed right now, in one line per currency, use [invoices_summary](https://conecto.chat/tools/invoices/invoices_summary.md).
- For profit and loss or the balance sheet, use [books_report](https://conecto.chat/tools/books/books_report.md).

## Say this to your agent

> Who owes us money, and how late is each of them?

## Inputs

| Name | Type | Required | Description | Allowed values | Default |
|---|---|---|---|---|---|
| `report` | string | yes |  | `"aged_receivables"`, `"sales"` |  |
| `as_of` | string | no | YYYY-MM-DD (matches ^\\d{4}-\\d{2}-\\d{2}$) |  |  |
| `from` | string | no | YYYY-MM-DD (matches ^\\d{4}-\\d{2}-\\d{2}$) |  |  |
| `to` | string | no | YYYY-MM-DD (matches ^\\d{4}-\\d{2}-\\d{2}$) |  |  |

## Example

Written for Hansen & Voss, a restaurant-equipment wholesaler in Hamburg with 60 staff.

MCP: call `invoices_report` on the MCP server `https://api.conecto.chat/mcp/invoices` with these arguments:

```json
{
  "report": "aged_receivables"
}
```

REST:

```bash
curl https://api.conecto.chat/v1/tools/invoices_report \
  -H "Authorization: Bearer $CONECTO_KEY" \
  -H "Content-Type: application/json" \
  -d '{"report": "aged_receivables"}'
```

## Response

```json
{
  "call_id": "5f0c8a2e-3b7d-4c1e-9a64-2d8e1f7b0c93",
  "tool": "invoices_report",
  "status": "succeeded",
  "replayed": false,
  "cost_usd": "$0.00",
  "balance_usd": "$19.75",
  "result": {
    "report": "aged_receivables",
    "as_of": "2026-10-14",
    "customers": [
      {
        "customer": "Hotel Elbblick GmbH",
        "email": "lukas.meyer@hotel-elbblick.example",
        "contact_id": null,
        "currency": "EUR",
        "invoices": 1,
        "current": "0.00",
        "days_1_30": "4569.60",
        "days_31_60": "0.00",
        "days_61_90": "0.00",
        "days_over_90": "0.00",
        "credits": "0.00",
        "total": "4569.60"
      },
      {
        "customer": "Café Lotte",
        "email": "kasse@cafe-lotte.example",
        "contact_id": null,
        "currency": "EUR",
        "invoices": 1,
        "current": "0.00",
        "days_1_30": "0.00",
        "days_31_60": "2284.80",
        "days_61_90": "0.00",
        "days_over_90": "0.00",
        "credits": "0.00",
        "total": "2284.80"
      }
    ],
    "totals": {
      "EUR": {
        "current": "0.00",
        "days_1_30": "4569.60",
        "days_31_60": "2284.80",
        "days_61_90": "0.00",
        "days_over_90": "0.00",
        "credits": "0.00",
        "total": "6854.40"
      }
    },
    "note": "current: not due yet; days_1_30 to days_over_90: how many days past due; credits: prepayments and overpayments not used yet, less; total: what is owed net of them."
  }
}
```

`result`: aged_receivables: per customer and currency what was owed on as_of, as current, 1-30, 31-60, 61-90 and over 90 days past due, with totals. sales: per customer net, tax, total and paid for the period, and how many invoices and credit notes.

## Errors

| Code | Status | When | Fix |
|---|---|---|---|
| `invalid_input` | 400 | A date is not YYYY-MM-DD, or from is after to. | Send dates like 2026-10-01, from on or before to. |

The refusals every tool can give (401 key, 402 balance, 429 limits) are on the errors page: https://conecto.chat/docs/errors.md

## Related

- [invoices_set_profile](https://conecto.chat/tools/invoices/invoices_set_profile.md): Sets the business details on quotes and invoices: name, country, address, tax ID, logo, terms, tax, numbering, how to pay and legal notes. $0.001 a call.
- [invoices_get_profile](https://conecto.chat/tools/invoices/invoices_get_profile.md): The business details on quotes and invoices, the next numbers, and what is missing before documents can be sent. Free up to 1,000,000 reads a month.
- [invoices_connect_stripe](https://conecto.chat/tools/invoices/invoices_connect_stripe.md): Connects the business's own Stripe account with a restricted key, so invoices can be paid online; the money goes straight to the business. $0.001 a call.
- [invoices_create](https://conecto.chat/tools/invoices/invoices_create.md): Creates a draft quote or invoice: the customer, the lines, the currency and the dates. $0.01 a call.
- [invoices_update](https://conecto.chat/tools/invoices/invoices_update.md): Changes a draft quote or invoice; customer and lines replace the old ones. $0.01 a call.
- [invoices_send](https://conecto.chat/tools/invoices/invoices_send.md): Sends a draft: it gets the next number, its PDF is made, and the customer is emailed a link to view, pay or accept it. $0.10 a call.
- [invoices_get](https://conecto.chat/tools/invoices/invoices_get.md): One quote or invoice in full, by invoice_id or number: lines, totals, taxes, payments, history, its page and a fresh PDF link. Free up to 1,000,000 reads a month.
- [invoices_list](https://conecto.chat/tools/invoices/invoices_list.md): Quotes and invoices, newest first, by kind, status (also overdue, unpaid and expired), customer and issue date. Free up to 1,000,000 reads a month.
- [invoices_convert_quote](https://conecto.chat/tools/invoices/invoices_convert_quote.md): Turns an accepted quote into a draft invoice with the same customer and lines. $0.01 a call.
- [invoices_record_payment](https://conecto.chat/tools/invoices/invoices_record_payment.md): Records money received against a sent invoice, or a refund; the invoice becomes partially paid or paid. $0.01 a call.
- [invoices_record_prepayment](https://conecto.chat/tools/invoices/invoices_record_prepayment.md): Records a customer's deposit before there is an invoice, like Xero's prepayments; it waits as their credit, with its VAT owed at once. $0.01 a call.
- [invoices_use_credit](https://conecto.chat/tools/invoices/invoices_use_credit.md): Puts a customer's credit on their invoice, like Xero's allocate credit, or pays it back to them. $0.01 a call.
- [invoices_list_credits](https://conecto.chat/tools/invoices/invoices_list_credits.md): Lists customers' credits, deposits and overpayments, with what is left on each. Free up to 1,000,000 reads a month.
- [invoices_remind](https://conecto.chat/tools/invoices/invoices_remind.md): Emails the customer a reminder about a sent invoice with a balance, at most once a day. $0.02 a call.
- [invoices_remind_overdue](https://conecto.chat/tools/invoices/invoices_remind_overdue.md): Emails a reminder about every invoice at least some days overdue, the longest overdue first. $0.02 per reminder sent.
- [invoices_set_expected_date](https://conecto.chat/tools/invoices/invoices_set_expected_date.md): Notes the day a customer says they will pay an invoice, so the cash flow forecast counts the money then, even when the invoice is overdue. Free.
- [invoices_create_credit_note](https://conecto.chat/tools/invoices/invoices_create_credit_note.md): Corrects a sent invoice with a numbered credit note: all of it, some of its lines or an amount, emailed like an invoice. $0.10 a call.
- [invoices_void](https://conecto.chat/tools/invoices/invoices_void.md): Voids a document: a sent one keeps its number but can no longer be paid or accepted; a draft is discarded. $0.01 a call.
- [invoices_save_repeating](https://conecto.chat/tools/invoices/invoices_save_repeating.md): Makes an invoice again every so many weeks, months or years, drafted or sent on its day, with [Month] and [Year] filled in, like Xero's repeating invoices. $0.001 a call.
- [invoices_list_repeating](https://conecto.chat/tools/invoices/invoices_list_repeating.md): Lists the repeating invoices: who each is for, how often, the next dates, and what each made. Free up to 1,000,000 reads a month.
- [invoices_delete_repeating](https://conecto.chat/tools/invoices/invoices_delete_repeating.md): Stops a repeating invoice for good; the invoices it made stay. Free.
- [invoices_statement](https://conecto.chat/tools/invoices/invoices_statement.md): Makes a customer statement, outstanding or activity, as a PDF, and emails it when asked, like Xero's statements. $0.05 a call.
- [invoices_summary](https://conecto.chat/tools/invoices/invoices_summary.md): What customers owe, per currency: outstanding, overdue and paid this month, and the quotes still open. Free up to 1,000,000 reads a month.