Follow up on the balance that is actually due.

Connect QuickBooks and Gmail through OOMOL. Ask AI to review outstanding invoices, check payment records, and draft a reminder with the invoice details.

Connect Apps Ask with Your Own Details

Invoice Balance

Example Conversation

Check QuickBooks invoice #1084 and its linked payments. How much is still due?

Codex

I’ll find the invoice by number, read its balance, and match the customer’s payments to this invoice.

Find invoice #1084

QuickBooks

quickbooks.list_invoices

Read the invoice balance and customer

QuickBooks

quickbooks.get_invoice

Check payments linked to the invoice

QuickBooks

quickbooks.list_payments

USD 1,200 Outstanding

Invoice #1084 · Northstar

Invoice total: USD 2,000

Linked payment: USD 800

Outstanding balance: USD 1,200

Due: September 30

Create a Gmail draft for invoice #1084. Use the QuickBooks customer email and ask when the remaining balance will be paid.

Codex

I’ll look up the invoice, confirm its balance and recipient, and save the reminder in Gmail.

Find invoice #1084

QuickBooks

quickbooks.list_invoices

Read the current balance and customer

QuickBooks

quickbooks.get_invoice

Read the customer’s name and email

QuickBooks

quickbooks.get_customer

Save the reminder as a Gmail draft

Gmail

gmail.create_draft

Gmail Draft Saved

To: maya@example.com

Subject: Invoice #1084 — remaining balance

Hi Maya, invoice #1084 has a remaining balance of USD 1,200, due September 30. Could you let us know the expected payment date? Thank you.

Prepare Payment Reminders

Create a Gmail draft using the invoice information and the customer context. Ask for a concise message with the invoice number, due date, and a clear request. Review the details and tone before sending it to the customer.

Ask with Your Own Details

Example result

Gmail Draft Saved

To: maya@example.com

Subject: Invoice #1084 — remaining balance

Hi Maya, invoice #1084 has a remaining balance of USD 1,200, due September 30. Could you let us know the expected payment date? Thank you.

Put Your Agent to Work

Review Outstanding Invoices

Ask your agent to list invoices and organize outstanding balances by due date or customer. Include invoice references and reporting dates so the result is easy to check against QuickBooks. Use the summary to prioritize the next follow-up.

Check Payment Context

Read the selected invoice and the associated payment records before contacting a customer. Ask the agent to explain the recorded balance and identify questions that need a closer look. Keep currency and invoice identifiers visible in the result.

Start with Your Apps

Connect the accounts you use for this task. Each app guide includes authorization and a first query.

QuickBooks

Find invoices by number or open balance
Read invoice totals and outstanding balances
Check payments linked to an invoice

Connect Apps

Gmail

Save customer payment reminders as drafts

Connect Apps

Connect Your Agent

Choose your agent and follow its setup guide to use your OOMOL connections.

Ask with Your Own Details

Use the request below to read your records and bring the findings back into the conversation.

Prepare Your First Request

Choose the QuickBooks company and invoice number. Verify linked payments before preparing a reminder.

Replace the text in brackets with your own details, then paste the request into your connected agent.

In [QuickBooks company], find invoice [invoice number] and its linked payments. Report the customer, currency, invoice total, outstanding balance, and due date.

Questions Before You Start

Can I review invoices and payments together?

Yes. QuickBooks provides invoice and payment queries. Tell your agent the customer or period you want to review and ask it to retain the record identifiers while comparing the returned information.

Can the agent save a payment reminder in Gmail?

Build with the Connector SDK

All Solutions