Follow up on past-due invoices before year-end with AI
Turn your aging report into polite, firm reminder emails and a call list so more cash comes in before December 31.
Estimated: 2–4 hours a month of writing reminders, plus faster payment on overdue balances. (Estimate; results vary.)
- ChatGPT
- Claude
- Gemini
- Your accounting system's A/R aging report
- Your payment terms and late-fee policy
The problem
Past-due invoices pile up in the fall, and nobody wants to write the awkward emails. By the time someone gets to them, customers are closed for the holidays and the money slides into next year.
Step by step
- 1Export your aging report and remove bank details and anything you don't need; customer name, invoice number, amount and days past due are enough.
- 2Paste the list and your terms into the prompt below.
- 3Review each email for tone, especially for long-time customers, and fix any amounts the AI got wrong.
- 4Send the reminders, then call the biggest balances yourself.
- 5Log each reply so you know who promised to pay and when.
Copy-paste prompt
Help me collect past-due invoices before year-end. Here is my aging list: [customer, invoice number, amount, days past due]. My terms: [e.g., Net 30, any late fee]. For each customer, write a short reminder email that matches how late it is: friendly for under 30 days, firmer for 30–60, and direct for over 60, with a clear ask to pay or reply with a date. Then give me a call list sorted by balance, with a two-line script for each call. Use only the numbers I gave you and don't threaten legal action.
Review AI output before using it. Don’t paste confidential, customer or patient data into tools your company hasn’t approved.
Free · 5 minutes
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