Build a past-due collections sequence
Never paste: Bank or card numbers, account logins, employee pay rates and SSNs, customer addresses or phone numbers, tax IDs, or financing applications.
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.