Productivity
Chase overdue invoices
An aged ledger, a chase plan, and the letters to send.
Fill it in
The AR export.
Firm, friendly, or escalating by age.
Each letter changes, rather than repeating.
Your prompt
Build a collections pack. Age it properly and sort by VALUE at each age, not by age alone. The 30-day invoice for 40,000 needs a call today; the 120-day one for 300 needs an email and nothing else. Separate disputed from forgotten. Most overdue invoices are neither refusal nor cash trouble, they are an invoice that never reached the person who approves them, and treating that as a collections problem damages the relationship. Each letter says something new and escalates: a reminder, a request with a date, a notice of what happens next. Three copies of the same email teach the reader to ignore all of them. Tone: [your how to sound] Never threaten anything you would not do.
Use Chase overdue invoicesOpens with everything above already filled in.
Why this works
Most overdue invoices are neither refusal nor cash trouble: the invoice never reached whoever approves it, and treating that as collections damages the relationship. This separates disputed from forgotten, sorts by value at each age, and escalates rather than resending.