invoice-chase

name	invoice-chase
description	Overdue invoice chasing with AR aging report, escalation templates, and priority scoring. Triggers on: overdue, chase invoice, accounts receivable, late payment.

Invoice Chase & AR Aging

Overview

Generate an AR aging report, score overdue invoices by recovery priority, and produce an escalation sequence from friendly reminder to final demand.

Workflow

Step 1: Generate AR Aging Report

Collect from user:

• Outstanding invoices with: customer name, invoice number, invoice date, due date, amount due
• Any partial payments already received

Build AR aging buckets:

Bucket	Days Outstanding	# Invoices	Total Amount
Current	0–0 (not yet due)
1–30	1–30 days past due
31–60	31–60 days past due
61–90	61–90 days past due
90+	90+ days past due

Also show top 10 invoices by amount due (across all buckets).

Step 2: Score by Priority

For each overdue invoice, calculate a priority score:

Priority = Amount × Recovery Probability

Recovery probability factors:

• Relationship length (longer = higher): weight 25%
• Payment history (on-time %): weight 30%
• Communication responsiveness: weight 25%
• Days outstanding (fewer = higher): weight 20%

Rate each factor 1–5, compute weighted average, then:

Score Range	Priority	Action
≥ 4.0	HIGH	Chase this week, escalate quickly
2.5–3.9	MEDIUM	Chase this week, standard sequence
< 2.5	LOW	Batch follow-up, consider write-off at 120+ days

Step 3: Generate Reminder Sequence

For each invoice, produce a 3-step escalation sequence:

Step 1 — Friendly Reminder (1–15 days past due)

• Tone: warm, assumes oversight
• Content: invoice reference, amount, original due date, simple payment link or instructions
• Subject line: "Just checking in — Invoice #[X]"

Step 2 — Firm Notice (16–45 days past due)

• Tone: professional, clear expectation
• Content: overdue amount, days past due, new deadline (7 business days), late fee notice if applicable
• Subject line: "Follow-up required — Invoice #[X] is [Y] days overdue"

Step 3 — Final Demand (46+ days past due)

• Tone: firm, consequences stated
• Content: total amount due including any late fees, final deadline (5 business days), statement of next steps (move to legal collection / 申请支付令 / 民事诉讼简易程序 / suspend services)
• Subject line: "Final notice — Invoice #[X] requires immediate attention"

Provide ready-to-send email templates for each step.

Step 4: Track and Update

Maintain a chase tracker:

Customer	Invoice #	Amount	Days Past Due	Last Contact	Next Action	Due Date

Update weekly. Escalate any invoice that reaches the next bucket threshold without response.

Notes

• Never threaten legal action you cannot or will not follow through on
• Suggest offering early-pay discounts (1–2%) for invoices > 60 days overdue if cash flow is tight
• For invoices > 90 days with LOW priority, recommend evaluating write-off vs. continued pursuit
• Always log communication attempts with date and method (email, call, text)