Playbooks / Finance + Money Ops / Receivables
Overdue Invoice Ladder
The polite escalation: reminder, firm reminder, phone-call suggestion. Tracks who paid and what's still open; protect the relationship while protecting the cash.
How to run it
Open Finance + Money Ops > Receivables > Overdue Invoice Ladder 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 Overdue Invoice Ladder workflow. Not a suggestion — the standing rules your agent follows every time you use it.
The polite escalation: reminder, firm reminder, phone-call suggestion. Track who paid and what's still open; protect the relationship while protecting the cash.
Put this workflow to work.
The Finance + Money Ops agent ships with this one installed. Open the demo and ask it to run the Overdue Invoice Ladder workflow on something of yours.