Build a past-due collections sequence

When to use it

To set up a consistent reminder schedule for unpaid invoices.

The prompt

Copy this, then replace everything in [brackets].

Write a collections sequence for past-due invoices.
Customer types: [homeowners / property managers / builders]
Terms: [due on receipt / net 30]
Policy: [late fee, collections agency at X days, liens per state law (I'll verify)]
Payment options: [link, phone, payment plan]

Messages at 7, 15, 30, 45 and 60 days past due (text + email), getting firmer but staying polite. Use [placeholders].

Before / after

Before: Random reminders when someone remembers.

After (example output):

Day 7 text: ‘Hi [name], friendly reminder that invoice [#] for [$] is past due. Pay here: [link].’ Day 45 email: ‘This is our final reminder before we refer the account per our terms…’

Tips

• Check your state’s rules before mentioning liens or collections.
• Paste totals and categories, not raw bank exports with account numbers.
• The AI drafts and organizes. Your accountant or CPA signs off on anything tax-related.
• Review every draft before you send it. You’re accountable for what goes out.