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AI Use Cases for Small Businessby Brendan Byrne
Finance · Use case 31 of 40

Write a polite overdue invoice reminder

A practical way to use AI for this job in a small business, with a prompt you can copy.

The job
Write a polite overdue invoice reminder
Tool(s)
ChatGPT or Claude, plus Xero/MYOB/QuickBooks reminders
Time saved
1-2 hours a month (estimate). My rough estimate, not a measured result.

The prompt

Write 3 invoice reminders for an overdue invoice: friendly (7 days overdue), firmer (21 days), final (35 days, mention next steps). Invoice: [number], amount: [amount], due: [date]. Polite, clear, no threats.

Replace everything in [square brackets] with your own details. Don't paste in anything you wouldn't want stored by the AI provider.

Steps

  1. Run the prompt.
  2. Save them as reminder templates in your accounting software.
  3. Turn on automatic reminders if your software has them.
  4. Call for anything over 35 days.

My verdict

Do this once and set it up in your accounting software.

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Next: Categorise expenses from a bank export · All finance · Want a bot to do this automatically? See bot setup guides.