Follow up on overdue invoices, gently, then firmly
Chasing money is awkward, so it waits, and the waiting makes it more awkward: that spiral is how invoices age past sixty days. Agent FM breaks it on a schedule: every overdue invoice pulled from QuickBooks, sorted by days late, with a chase drafted per invoice and the tone matched to its age, gentle in the first two weeks, firmer past thirty, a final notice past sixty that mentions pausing work. Each note threads onto the existing conversation where one exists. The batch goes out only after you've read it. The receivables get chased every Monday, and the awkwardness belongs to the drafts, not to you.
Pull every overdue invoice from QuickBooks and sort by days late.
Draft a chase per invoice with the tone matched to its age: gentle at [tier, e.g. 1 to 14 days], firmer past 30, and a final notice past 60 that mentions pausing work. Thread each onto the existing email conversation where one exists.
Send nothing until I approve the batch. Tell me the count and total outstanding, and flag any invoice with no email history.
