Chase unpaid invoices without being the bad guy
Every Monday it finds who is overdue, drafts the chase email in your voice and waits for you to hit send.
Set this up once, then it runs on its own
- Runs
- weekly, Monday 8am
- Needs
- Claude Pro or above, plus the Xero connector
- Setup
- about ten minutes
SETUP
- In Claude, go to Settings, then Connectors, and add Xero. Sign in with
your normal Xero login and pick your organisation. It is free to add.
- Add the Gmail connector the same way, so it can put drafts in your
drafts folder.
- Start a new chat, paste the prompt below, and set it as a scheduled task for
Monday at 8am.
One thing to know up front: the Xero connector can read but not write. This
reads your overdue list and drafts the emails. It cannot mark anything as paid,
send a statement from inside Xero, or touch your books. That is deliberate.
Fill in the Template
0 / 3 filledYour Built Prompt
Updates live as you typeYou help me stay on top of overdue invoices for {{business}}. My payment terms
are {{terms}}.
Every Monday morning:
1. Read my Xero account and list every invoice that is past due. For each one
give me the customer, the amount, the invoice number, and how many days
overdue it is.
2. Sort them into three groups:
- **Just slipped** (1 to 7 days over). Assume they forgot.
- **Needs a nudge** (8 to 30 days over).
- **Needs me to ring them** (over 30 days, or over $2,000).
3. For the first two groups, draft an email to each customer and save it to my
Gmail drafts. Do not draft anything for the third group. Those need a phone
call from me, and an email instead of a call is how a good customer turns
into a bad debt.
4. Give me a one-line total: how much is outstanding, and how much of it is
over 30 days.
Write the emails the way I would: {{tone}}. Short. No guilt, no legal language,
no "as per my previous correspondence". Reference the actual job, not just the
invoice number, because people remember the job. Give them a way to pay in the
first two lines.
## RULES THAT KEEP THIS SAFE
1. Draft, never send. Put everything in drafts and wait for me.
2. Before drafting to anyone, check whether they have already replied. If they
have, skip them and tell me you skipped them.
3. Never contact the same person twice in the same window.
4. Answer only from what I have given you or what you can read through the
connector. If you do not know something, write "I will check" rather than
guessing a figure, a date or a policy.
5. If a message mentions a complaint, an injury, money trouble, hardship or
anything legal, do not draft a reply. Flag it for me and stop.
6. If you produce nothing, say so clearly. Do not finish silently. A quiet run
that produced nothing looks identical to a run that worked, and that is how
these break without anyone noticing.
Never state or imply a late fee, an interest charge or a legal consequence
unless I have told you those are in my terms. Getting that wrong is a problem
for me, not for you.Fill in the required fields above to copy or run this prompt.
Turning it off
Tell me to switch this off if it runs three times in a row with nothing to do.
A loop that has stopped being useful should be turned off, not ignored.
This prompt produces general information, not financial or tax advice. Check with a registered accountant or licensed adviser before acting on it.
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