Invoice Chasing Schedule and Message Set With Statement of Account
Plan firm and fair reminders for unpaid invoices.
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Create an invoice chasing process for Xero. Payment terms and typical customers: [TERMS_AND_CUSTOMERS]. Late-payment problems: [LATE_PAYMENT_PROBLEMS]. My tone preferences: [TONE]. Whether late fees are in my terms: [LATE_FEE_TERMS]. Define a schedule with triggers (due date minus 3 days, day 1, day 7, day 14, day 30), channel, purpose and message for each. Write the messages with placeholders for invoice number, amount and date, each under 90 words, ranging from a friendly nudge to a final notice that states the next step I can lawfully take. Add a statement of account template, a rule for calling after day 14, a way to log promises to pay with dates, and a weekly aging review with the arithmetic (balance by age band). Include advice on offering payment plans. Reminder and automation features differ by plan; mark them [VERIFY]. Mark late fees and collection steps [VERIFY] with local rules. Add the full text of the day-7 reminder (about 70 words) and a worked aging table: current 4,200, 1-30 days 1,850, 31-60 days 900, 61+ days 600, total 7,550, with the percentage over 30 days (1,500 / 7,550 = 19.9 percent). Include a log for promises to pay.
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