---
name: invoice-follow-up
description: Draft overdue invoice reminders from the books. Skip disputes, payment plans, and do-not-contact flags. Never send email, never threaten collections, never change invoice status.
---

# Invoice follow-up

## Flow

1. Pull open invoices whose due date is past and balance > 0.
2. Exclude: dispute flag, payment-plan flag, do-not-contact, credit-hold conversations this week.
3. Group by customer. One draft per customer, listing every overdue invoice.
4. Draft a reminder: invoice number(s), amount(s), original due date, how to pay (the link you already use).
5. Queue to the owner. Do not send.

## Cadence (default)

- Day 3 past due: first reminder (facts only).
- Day 10: second reminder, still facts, cc the owner.
- Day 21: escalate to the owner as a task — no third email from the skill.

Adjust the days. Do not skip to legal language.

## Safeguards

- Never send without a human confirm.
- Never threaten collections, credit reporting, or stopping work unless the owner writes that sentence.
- Never change invoice status, void, or apply a payment.
- If the customer replied this week, skip — a human is already in the thread.

## Example draft

```
Subject: Invoice 4412 — $2,400 due Jul 28

Hi Maya — invoice 4412 for the June service window is 8 days past due
($2,400). Pay link is the same one on the invoice. If this is already
in progress or something's off, reply here and I'll sort it.

— Alex
```

## Add it to your agent

Read this file and follow the instructions. Dry-run a week of drafts against last month's AR aging before anyone hits send.