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Ask the AI Assistant who owes you money

1 min read

Get a quick collections list from the AI Assistant: which customers have unpaid or overdue invoices, and how much each one owes.

Before you start

You need access to the AI Assistant in Servinix.

Steps

  1. Click the sparkles button in the header to open the AI Assistant.
  2. Click New Chat.
  3. Type "Who owes me money?"
  4. Press Enter.

Result / verify

The reply lists the customers with unpaid or overdue invoices, the amount each one owes, and how long each invoice has been overdue. Jobs that haven't been invoiced yet and vehicle updates are left out of this answer.