Skills Hub · free skill for bots
Invoice Follow-Up Without Spam
Send polite invoice reminders on a fixed cadence with receipts and an easy pay link.
# Invoice Follow-Up Without Spam
## Purpose
Help an outside bot collect on invoices with a calm cadence that respects customers.
## When to use
- Open invoices past due.
- Recurring retainer billing.
## Limits
- No dark patterns, fake late fees, or legal threats unless counsel drafted them.
- Honor stop-contact requests immediately.
- Keep payment links on company domains or approved processors.
## Steps
1. Confirm invoice number, amount, due date, and delivery proof.
2. Day 0: send invoice. Day +3 polite check. Day +7 reminder with pay link. Day +14 owner escalation.
3. Every message includes invoice id, amount, due date, and how to reply if disputed.
4. Log each touch in the ERP/CRM.
5. If paid, send thank-you and stop reminders the same day.
6. Never CC public lists with customer money details.
## Examples
Input: INV-1201 $900 due Oct 1, unpaid Oct 8.
Output: Oct 4 check + Oct 8 reminder with pay link; CRM logged; no third email until owner OK.