Overdue invoices collect faster when reminders are timed, polite, and logged. This prompt builds the sequence so your team stops writing chase emails from scratch.
Answer first
Every unpaid invoice gets a scheduled reminder path: friendly nudge, clear follow-up, then owner task for a call. Payment links ride along, and the log shows exactly what the client already received.
Use the prompt in Taskade Genesis or start from invoice generators.
What this prompt builds
- Aging table with amount, client, due date, and days overdue
- Three-step email sequence with tone you define per client tier
- Payment link field on every reminder
- Escalation board for accounts that crossed your call threshold
- Chase agent that drafts each message from invoice context
Wire automations to start the sequence when due dates pass and pause it when payment lands. Pair with reconcile payments.
Who it is for
- Freelancers and agencies with reliable work but slow collections
- Field service teams billing after the visit
- Finance leads who need a paper trail without a full AR system
How to use it
- Paste the prompt into Taskade Genesis
- Import open invoices or connect your billing export
- Set day thresholds for each reminder step
- Review the first week of drafts before enabling send
- Explore invoice templates for related layouts
Frequently Asked Questions
Can I exclude VIP clients from auto chase?
Yes. Tag accounts and give them a longer grace period or manual-only path.
Does this send without approval?
Your choice. Most teams approve the first cycle, then automate repeat runs.
What if the client disputes the invoice?
Pause the sequence with one click and open a dispute task linked to the invoice.