Invoice follow-up desk

Review overdue invoices and prepare contextual payment reminders.

Replaces: the aging report export and reminder emails written by hand

Brightwater Consulting · Invoice follow-up desk

Invoice follow-up deskBrightwater Consulting

Jonah ReyesFinance leadJR

Open: $19.5k; Across 5 overdue invoices
30+ days: 2; $5,800 outstanding
On hold: 1; Paused for a dispute

Invoice	Amount due	Overdue	Status
INV-1042	$2,650.00	67 days	Draft ready
INV-1057	$3,150.00	38 days	Needs action
INV-1063	$12,750.00	24 days	On hold
INV-1071	$620.00	9 days	Promised
INV-1074	$330.00	4 days	Scheduled

Ran today at 8:00 AM

Refreshed open balances from Xero and Stripe
Stopped follow-up on INV-1039: paid in full yesterday

Fieldwork Labs

Priya Nair, accounts payable

Draft ready

Reminder email, drafted for review

To: Priya Nair <ap@fieldworklabs.io>
Subject: INV-1042: $2,650.00, now 67 days past due

Hi Priya, Following up on invoice INV-1042 for $2,650.00, which was due on Sep 8 and is now 67 days past due. On Oct 15 you mentioned it was in your next payment run, and we haven't received it yet. Could you confirm a payment date this week? You can also pay by card or ACH from the link in the original invoice. Thanks, Jonah Reyes Brightwater Consulting

Invoice: INV-1042 · Q3 analytics retainer
Issued: Aug 9 · Net 30
Due: Sep 8
Balance: $2,650.00 USD of $2,650.00
Contact: Priya Nair · ap@fieldworklabs.io
Last contact: Oct 15: Priya said it was in the next payment run