Watch an agent find overdue invoices, read each customer's history, and draft two different emails — then stop for your approval. You're the boss here: try it.
Invoice agent · runningTuesday 8:02 am
⏸ Approval gate — nothing sends until you review the drafts.
2
Two customers, two situations — two different emails.
Same job, different judgment. That's the difference between a template blaster and an agent.
DRAFT 1 · Henderson Landscaping3rd late payment
Re: Invoice #1147 · $4,850 · 18 days past due
Invoice #1147 — let's get this settled
Hi Mark — invoice #1147 for the Rebecca St. project is now 18 days past due, and I want to keep the account in good standing before your spring bookings.
The payment link below settles it in one click. If cash flow is tight this month, reply and I'll set up a two-part schedule — half now, half on the 30th.
Tone:
Why this tone: third late payment in 12 months, largest open balance. The draft holds the line but offers a payment plan — firmer words, open door.
DRAFT 2 · Osei ElectricFirst time, ever
Re: Invoice #1152 · $1,210 · 5 days past due
Small nudge on #1152 — no rush
Hi Ama — just a friendly flag that invoice #1152 slipped past due on Friday. No urgency at all; the link below is here whenever it's convenient. Thanks as always for the smooth handoffs on the Milton jobs.
Why this tone: 14 invoices, all paid on time until now. A heavy-handed reminder would damage a great relationship — so the agent didn't write one.
Eight days later — both invoices paid. Henderson took the two-part plan; Osei paid within the hour.Recovered
$6,060
collected, zero awkward phone calls
0
customers who got a form letter
Your part took under a minute: read two drafts, tap approve. The agent did the finding, the reading, and the writing — and it runs again next Tuesday.