Playbooks / Accounting / Billing + Engagement
Payment Plan Drafts
When a client struggles: structured payment plan proposals for professional review and approval.
How to run it
Open Accounting > Billing + Engagement > Payment Plan Drafts 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 Payment Plan Drafts workflow. Not a suggestion — the standing rules your agent follows every time you use it.
When a client struggles: structured payment plan proposals for professional review and approval.
Put this workflow to work.
The Accounting agent ships with this one installed. Open the demo and ask it to run the Payment Plan Drafts workflow on something of yours.