Today's Agent Skill: Overdue Invoice Follow-Up Email Generator
What It Does
Chasing overdue invoices is uncomfortable, time-consuming, and easy to procrastinate — but every day you wait costs you cash flow. This skill generates professional, firm-but-friendly follow-up emails for overdue invoices in seconds, calibrated to how late the payment is.
How It Works
The agent takes the invoice details, amount owed, days overdue, and your client's name, then drafts a follow-up email at the right tone for that stage: a gentle reminder at 7 days, a firmer request at 30 days, and a final notice at 60+ days. Each email is polished, professionally worded, and includes a clear call to action with payment details.
How to Deploy It
Drop the SKILL.md into your agent's skills folder and trigger it by providing the invoice details. Works with Claude Code, Gemini CLI, Cursor, and Windsurf. Pair with QuickBooks Online or Wave to pull invoice details automatically when setting up a more automated follow-up workflow.
SKILL.md — Ready to Deploy
## Description
Generate a professional follow-up email for an overdue invoice, calibrated to the number of days overdue and maintaining the client relationship.
## Trigger
User provides invoice details and the number of days the invoice is overdue.
## Input
- client_name: Client's first name or company name
- invoice_number: Invoice reference number
- invoice_amount: Amount owed (e.g., "$1,250.00")
- due_date: Original due date
- days_overdue: Number of days past the due date
- payment_methods: How the client can pay (e.g., "Venmo, check, bank transfer")
- business_name: Your business name for the email signature
## Steps
1. Determine the escalation tier based on days_overdue:
- 1–14 days: Friendly reminder — assume oversight, warm tone, no urgency language
- 15–45 days: Firm request — acknowledge it may have been missed, request payment by a specific new date (7 days from now)
- 46+ days: Final notice — clear consequences stated (late fees, pause on services, collections referral), request contact immediately
2. Open with a personalized greeting using client_name.
3. Reference the invoice number and amount owed clearly in the first paragraph.
4. State the action requesCopy the full SKILL.md and drop it into your agent's skills directory to activate this skill.