Help the user manage overdue invoices and send payment reminders:
Step 1: Find overdue invoices
- Call
list_invoices to get all invoices - Filter for invoices that are past their due date and still unpaid
- If
$ARGUMENTS specifies a client name, filter to that client only - Present a summary table: Client, Invoice #, Amount, Due Date, Days Overdue
Step 2: Prioritize
Group overdue invoices by severity:
- Gentle reminder (1-14 days overdue): First reminder, friendly tone
- Second reminder (15-30 days overdue): Firmer tone, reference original due date
- Final notice (30+ days overdue): Urgent, mention potential consequences
Step 3: Review before sending
For each overdue invoice (or batch per client):
- Show the invoice details: amount, due date, days overdue
- Show the client's contact info from
get_client - Let the user decide whether to send a reminder or skip
Step 4: Send reminders
- Use
send_invoice_overdue_reminder for each approved reminder - Wait for user confirmation before each send
Step 5: Summary
Present a final report:
- Total overdue amount across all clients
- Number of reminders sent
- Any invoices the user chose to skip (and why)
- Suggest scheduling a follow-up check in 7 days
Important:
- ALWAYS let the user review and approve each reminder before sending
- Never send reminders automatically without explicit confirmation
- In Germany, a Mahnung (formal dunning letter) has legal implications - make sure the user is aware
- Suggest checking if a payment was recently received but not yet linked (use
search_transactions)