> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fitsociety.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Invoice Review

> Use FITsociety MCP to inspect invoices and summarize payment status.

This workflow helps a coach or admin review invoices without manually opening
each client record.

## Required access

| Module          | Why                                                             |
| :-------------- | :-------------------------------------------------------------- |
| `invoices`      | List invoices, inspect invoice details, and summarize totals.   |
| `clients`       | Identify the client attached to invoice activity.               |
| `subscriptions` | Understand membership context when reviewing recurring billing. |

## Example prompt

```text theme={null}
Review unpaid invoices for this client and summarize what needs follow-up.
```

## Typical tool sequence

1. `search_clients` to find the client when the prompt uses a name or email.
2. `list_invoices` to find invoice rows.
3. `get_invoice` to inspect a specific invoice.
4. `summarize_invoices` to aggregate totals over a date range.
5. `get_subscription` when the invoice relates to a membership.

## Write access

The current invoice module is read-only. The assistant can summarize and point
to follow-up actions, but it should not claim to change invoice status or collect
payments through MCP unless future write tools are added.

## Output to expect

The assistant should return:

* outstanding invoice count
* total amount due when available
* due dates or overdue indicators
* invoice IDs that need review
* suggested follow-up wording for the coach or admin