Weekly accounts-receivable chaser for Housecall Pro

Every Monday at 8:00am, run an accounts-receivable chase for my Housecall Pro account. Use a scheduled (cron) trigger. Housecall Pro does not send webhooks and is not a poll source for this, so the workflow should run on the schedule and pull the data itself.

First, use Housecall Pro's List Invoices to pull every invoice that still carries an outstanding balance. Housecall Pro invoices are read-only through the API, so only read balances; never try to create, update, or mark invoices as paid. Monetary fields such as outstanding_balance come back as integers in cents, so divide by 100 and format them as dollars everywhere in the summary and the emails.

For each unpaid invoice, look up the customer with Housecall Pro's Get Customer to get their name, email address, and contact details. Skip any invoice whose outstanding balance is below the minimum balance I set as worth chasing.

Group and prioritize the remaining unpaid invoices by how overdue they are, using the aging buckets I define (for example 1 to 30, 31 to 60, and 60-plus days), and by how large the balance is. The oldest and largest balances should rank highest.

Email me a single accounts-receivable summary using Gmail's Send a Message. Include the total amount owed across all accounts, a breakdown by aging bucket, and the top accounts I should chase this week, each with the customer's name, balance in dollars, and days overdue.

In the same run, draft a polite, individually worded payment-reminder email to each customer who owes money and send it with Gmail's Send a Message. Word each message specifically for that customer and their invoice, and ease the tone up gently, more warm and understanding, for the most overdue accounts rather than sending a harder-edged reminder.

Let me configure the aging buckets, the minimum balance worth chasing, and whether the customer reminders send automatically or wait for my review. If I choose review mode, send me the AR summary together with the drafted reminders for approval and hold the reminders until I confirm.