| name | invoice-chaser |
| description | Automate accounts receivable: draft overdue reminders, escalation sequences, late payment risk flags — for QuickBooks, Stripe, or any invoicing tool |
Invoice Chaser Skill
When to activate
- You have overdue invoices and need to write follow-up messages
- Setting up a multi-touch reminder sequence for late payers
- Identifying which clients are at risk of not paying
- Drafting escalation emails when a client goes silent
- Summarising your outstanding AR position
When NOT to use
- Invoices less than 7 days overdue — too early, damages relationships
- Disputes where the client has raised a valid issue — resolve first
- Legal/collections proceedings — this is for pre-legal outreach only
Instructions
Tell Claude your situation
Just describe it in plain English:
I have 3 overdue invoices:
- Acme Corp: $4,200 — 14 days overdue
- Smith & Co: $850 — 32 days overdue
- Blue Sky Ltd: $12,000 — 45 days overdue, no response to last 2 emails
Draft appropriate follow-up messages for each.
Claude will:
- Write tone-appropriate messages (gentle reminder at 14 days, firmer at 32, formal notice at 45)
- Reference the specific amount and days overdue
- Include a clear call to action (pay now / confirm receipt / contact us)
- Suggest the right next step for each overdue level
The escalation ladder
| Days overdue | Tone | Action |
|---|
| 1–14 | Friendly reminder | "Just checking in — did this get lost?" |
| 15–30 | Polite follow-up | "This is now X days overdue, please advise" |
| 31–60 | Firm notice | "Payment is required within 7 days to avoid late fees" |
| 60+ | Formal demand | "Notice of overdue payment — action required" |
| 90+ | Pre-collections | "Final notice before referral to collections" |
Setting up a sequence
I want to set up an automatic 4-touch sequence for any invoice that goes unpaid:
- Day 3 after due: gentle reminder
- Day 14: follow-up with pay link
- Day 30: firm notice mentioning late fee policy
- Day 45: final notice before collections
Write templates for all 4 stages. My company is a web design studio, average invoice is $2,000–$8,000.
Analysing your AR position
Here are my outstanding invoices from QuickBooks [paste or describe]:
- Client A: $X, due date, last contact
- Client B: $X, due date, last contact
Categorise by risk (low/medium/high), total outstanding, and recommend priority actions.
Extracting from QuickBooks
I exported this from QuickBooks [paste the data].
Which invoices need immediate attention?
Draft reminder emails for anything over 30 days.
Example
You say:
Client: Johnson Consulting
Invoice: $6,500 for website redesign
Due: 28 days ago
Previous contact: Sent invoice, no response since
My tone: professional but firm
Claude produces:
Subject: Invoice #1042 — Payment Due ($6,500)
Hi [Name],
I hope this finds you well. I'm following up on Invoice #1042 for $6,500,
which was due on [date] and is now 28 days overdue.
I understand things get busy — please let me know if you have any questions
about the invoice or if there's an issue I can help resolve.
If payment has already been sent, please disregard this message and share
the reference number so I can update my records.
You can pay online here: [payment link]
Thank you for your prompt attention.
