collections-escalation
Structured collections process for overdue invoices. Generates tiered follow-up sequences, enforces payment terms with formal documentation, and helps resolve invoice disputes — while preserving client relationships.
Inputs
- invoice-ref — Invoice ID or wikilink to invoice note
- invoice-note — loaded from your vault context
- client-profile — loaded from your vault context
- days-overdue — Days past due date (auto-derived from invoice note if available)
- letter-tone — reminder | demand | final-demand (default: derived from days overdue)
- invoice-ref — Invoice ID or wikilink to disputed invoice note
- dispute-details — Client's stated reason for dispute
How you ask
- overdue invoices
- payment terms need enforcing
- collections process
- send a collections email.
Outputs
- dispute-response (markdown)
- escalation-sequence (markdown)
- payment-terms-letter (markdown)
Levelbeginner
Inputdata
Outputspreadsheet
Setup[none]
Roles[Finance Manager]