Playbooks / Accounting / Billing + Engagement
Invoice Follow-Up
Overdue invoice ladder: reminder, firm reminder, then a pick-up-the-phone suggestion. Courteous tone that protects the relationship.
How to run it
Open Accounting > Billing + Engagement > Invoice Follow-Up in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Invoice Follow-Up workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Overdue invoice ladder: reminder, firm reminder, then a pick-up-the-phone suggestion. Courteous tone that protects the relationship. Approval before send.
Put this workflow to work.
The Accounting agent ships with this one installed. Open the demo and ask it to run the Invoice Follow-Up workflow on something of yours.