The prompt
Help me keep open customer invoices current and draft accurate reminders without over-contacting for one manual batch.
Use only the approved inputs I paste below. Return a review table with these columns:
Customer | Invoice # | Issued | Due | Amount | Last payment check | Last contact | Next action | Status
Rules:
- Link each judgment to the exact supplied source or write unknown.
- Remove obvious duplicates inside this batch and preserve any human edits I include.
- Use the wording template or criteria I provide; do not invent claims, people, amounts, dates, evidence or decisions.
- Show blockers separately instead of guessing.
- Prepare the work only. Do not send, publish, schedule, book, spend, approve, reject, delete or change a live record.
Approved inputs, rules and sources:
[paste here]What this free prompt does
It handles one manual batch from the context you paste and returns review-ready work. It does not save a workspace, remember prior runs, watch a clock or manage follow-ups.
When the job repeats
The paid Receivables Follow Up Agent adds the full recurring system: one-choice setup, exact Google Sheet structure, the pack's fixed run clock, history-aware dedupe, new-or-due-only processing, replay protection, approval queues and verified writeback. It is $19 one-time.
What to bring
Chasing overdue invoices is the job everyone postpones: checking what is due, how overdue, drafting a reminder that is firm but not rude, then forgetting to send it.
What a good run returns
Customer, invoice, amount due, days overdue, reminder draft and approval status, in a Bookkeepers Receivables Follow-up Workspace folder.
Where the free version ends
This free prompt handles one manual batch from pasted context. The Receivables Follow-up Agent ($19 one-time) installs this as a standing workflow: fixed evidence rules, a saved output in your own Drive every run, fictional-data testing before real work, and hard stops before anything sends, spends or publishes. More detail on the invoice follow-ups guide.
Questions people ask
Is this prompt really free?
Yes. Copy it, paste it into any capable assistant, bring the inputs listed. No signup, no email gate.
Which assistants does the prompt work in?
Any capable chat assistant: Instinct, ChatGPT, Claude, Gemini, Grok, DeepSeek, Perplexity, Microsoft Copilot, Hermes, OpenClaw, Town, Muse and others.
What is the difference between the free prompt and the $19 agent?
The prompt is a one-off: you re-paste the rules every run. The $19 agent is the same job productized - tested setup, saved files, consistent output, standing cycle.
Last updated 13 September 2026 · Reviewed by the AI Agent Skills team.