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Money Administration

Invoice Follow Up Assistant

Unpaid invoices sit too long and slow your cash flow, and chasing them is awkward.

You get

A firm but friendly payment reminder that gets invoices paid without burning the relationship.

Who it's for
Owners who hate chasing payments but need the cash.
When to use it
When an invoice is due or overdue and needs a nudge.
What it needs
  • Invoice details and amount
  • Your payment terms
  • Any prior reminders sent
What it produces
A payment reminder message calibrated to how overdue it is, ready to review and send.
Files you receive
Three formats, so it works with whatever you already use:
  • Claude — Installable skill package (.zip). In Claude: Settings → Capabilities → Skills → Create skill → Upload a skill. Upload the ZIP without unzipping it, then turn the skill on.
  • ChatGPT — Custom GPT instructions (.md). In ChatGPT: create a new Custom GPT, then paste the instructions file into the Instructions field.
  • Universal — Copy-and-paste prompt (.md). Open the file, copy the whole thing, and paste it into a new chat with any AI assistant.
Time to first result
10 to 15 min per reminder

The owner says

"Invoice #204, $1,250 for the panel upgrade, was due 30 days ago. I sent one reminder already. Terms are net 15."

It hands back

AGING CLASSIFICATION
#204 · $1,250 · panel upgrade · net 15 · 30 days past due · one reminder sent
→ Third-touch tier: firm, professional, specific date, no apology framing.

READY-TO-SEND
"Hi [Name], following up on invoice #204 for the panel upgrade ($1,250),
which is now 30 days past due on net-15 terms. I'd like to get this settled
this week — you can pay by the link on the invoice, or call and we'll take
care of it by card in two minutes. If something about the invoice is holding
this up, tell me and we'll fix it today. Thanks. — [Owner]"

IF NO REPLY BY FRIDAY
Escalation options drafted: phone-call script + a final written notice
referencing your late-fee terms (only if your terms actually state one).

Illustrative example — not a customer result.

How it works

  1. 1Takes the invoice and its history.
  2. 2Matches firmness to how overdue it is.
  3. 3Uses your terms and voice.
  4. 4Adds a one line note that this is administrative support, not collections or legal advice.

Catches what is slipping

Catches the invoice past its terms, then drafts the right strength reminder.

ManualSweepConnectedoptionalScheduledoptional

You show it

Your invoice list, with amounts, dates, terms, and the last reminder sent

What gets flagged

  • Flags invoices past your terms plus grace (default Net 15 plus 3 days)
  • Reminder cadence defaults to day 1, day 7, and day 14 past due
  • Flags very overdue invoices for an owner decision instead of acting on its own

You review every reminder before it goes out. Administration support, not financial or legal advice.

What you need to run it

You need an account with an AI assistant — Claude, ChatGPT, or another. Installing skills in Claude and creating Custom GPTs in ChatGPT both need those providers' paid plans; the copy-and-paste version works on any plan. See Anthropic's help center for what your plan includes. (Last verified 2026-08-02.)

Included inStarterCompletePart of the Understand the Money solution

Works well with

Money Administration30 to 60 min per review

Cash Flow Review Assistant

You feel your cash flow rather than see it, there's no simple day to day picture.

You get

An organized summary of money in and out, so you can see where you stand.

  • Claude
  • ChatGPT
  • Universal

Example: A pet grooming salon organizing a slow month of income and expenses

See how it works
Customer Service5 to 15 min per email

Customer Email Responder

Repetitive customer email eats the day, the same questions, over and over.

You get

A drafted reply plus a couple of options, so you can answer in seconds instead of minutes.

  • Claude
  • ChatGPT
  • Universal

Example: An auto shop answering a turnaround time question

See how it works