Puzzle keeps your receivables current: it shows what's overdue by customer, finds the payments that most likely pay your open invoices, and flags the receivables that need attention before you close the month. You can work in the app, run AI tasks, or ask Claude, ChatGPT or another AI assistant through the Puzzle MCP. For invoicing basics, see Invoicing in Puzzle and FAQ: Accounts Receivable.
See what's overdue in AR aging
Go to Revenue → AR aging. Each customer's unpaid invoices are grouped into Current, 1-30, 31-60, 61-90 and 91+ days, with any Unapplied payments and a Total. Change the As of date to see aging at any point, for example at month end. To match a payment to invoices yourself, go to Revenue → Customer payments. See Cash Payments Matching 101.
Invoices from Stripe sync automatically, and when an invoice is paid in Stripe it shows as Paid in Puzzle.
Match payments and review AR with AI
In Close or Cowork under AI Suite, click Add and add one of these templates:
Template | What it does |
Match unpaid invoices to customer payments | Finds your open invoices and proposes the most likely customer payment for each, with the amount to apply and any balance left over. Nothing is applied until you approve it. |
A/R review (Close, for accountants managing the books) | Checks that the AR aging total ties to the accrual balance sheet, flags the most overdue and highest-risk customers for collections, and calls out unapplied credits and overpayments. |
Accuracy Review on the Invoices page also flags Invoices with paid status and non-zero balance: invoices marked Paid that still show money owed, which usually means a payment needs to be applied.
Work your receivables from your AI assistant
With the Puzzle MCP connected, ask something like "Which invoices are still open, and which payments look like they pay them?"
The assistant looks for the likely payment for each open invoice, matching on the amount, how close the payment landed to the due date, and the customer's name in the transaction description or memo.
With write access turned on, it can propose applying those payments, show which invoices would become Paid, and apply them only after you confirm.
It can also review AR aging and customer payments, and send or resend an invoice email after you confirm.
Matching and applying payments from your assistant needs a paid plan after your trial.