Bookkeeping Prompts' prompt works from an accounts receivable aging file (aging.csv) to decide who to chase this week. It lists past-due invoices by age and amount with subtotals and moves anything disputed, credited or queried into its own held list. It confirms that the three totals (to chase, held and not yet due) add up to the file total. It then drafts a reminder per customer, friendly, firm or final depending on how late they are, without inventing payment links or fees, and you send them yourself.
I'm following up on overdue invoices for [business name, or "a small business"]. Today is [date].
I have uploaded aging.csv: customer, invoice number, invoice date, due date, amount due, notes.
Please:
1. Build a chase list of invoices that are past due. Skip invoices that are not due yet.
2. Put any invoice whose notes mention a dispute, a credit or a query in a separate "on hold" table.
3. Sort the chase list by aging bucket (oldest first), then by amount (largest first). Show bucket subtotals.
4. Show three totals: chase list, on hold, not yet due. They should add up to the total of aging.csv. If they don't, tell me.
5. For each customer on the chase list, draft a short reminder email. Use a friendly tone for 1 to 30 days late, firm for 31 to 60, and final for over 60. Include the invoice numbers, amounts and due dates exactly as they appear in the file.
Do not invent payment links, late fees or deadlines. I will review and send the emails myself.
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