# Invoice follow-up

> Find outstanding invoices and prepare the right follow-up for each client.

An Upsy playbook · https://upsy.ai/playbooks/invoice-follow-up

To use it: the user adds it in Upsy (Playbooks, Start from a playbook), or an assistant with Upsy proposes this file with playbook_save for the user to accept. Then any assistant they allow loads it with playbook_get and follows it with the user's own accounts.

## The playbook file

```markdown

---
title: Invoice follow-up
description: Find outstanding invoices and prepare the right follow-up for each client.
category: Finance
before:
  - Where your invoices are in Google Drive
  - How many days late counts as overdue (30 if not said)
boundaries: Reads your invoices and email, and drafts follow-ups. Never sends an email, marks an invoice paid or makes a payment.
result: A list of overdue invoices, and a polite follow-up draft for each, ready for you to send.
---
Chasing invoices is easy to put off and awkward to get right. This finds what's late, checks what was already said, and drafts a follow-up in the right tone for each.

1. **Find the invoices.** Open the invoices folder in Drive and list each one with its client, amount and due date. :connector[drive]
2. **See what's overdue.** Keep the ones past the overdue mark, oldest first.
3. **Check the thread.** For each, find the last email with the client about it: a promise to pay, a question, nothing. :connector[gmail]
4. **Draft the follow-ups.** One short email per client, friendlier for a first reminder, firmer for a second, with the invoice attached. Save each as a draft. :connector[gmail]

## Example output

| Client | Invoice | Late | Last word | Draft |
|---|---|---|---|---|
| Acme | #1042, $4,800 | 38 days | "Paying next week" (Oct 2) | Second reminder |

```

---

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