Turn a scattered overdue-invoice list into a clear, human-reviewed follow-up workflow.

I will create a customized Excel-based system using the invoice information you provide. The finished workbook will help you see what is overdue, what action comes next, and which reminder draft is ready for review.

What is included:

• Setup for up to 20 open invoices • Balances, due dates, statuses, follow-up stages, and next-action dates • A clean dashboard and prioritized action queue • Up to 10 tailored reminder drafts based only on supplied facts • Email and short-message versions where appropriate • A dispute-pause field and human approval checkpoint • A short hand-off guide • One revision after delivery

You remain in control: you review and send every message. I do not need access to your email, bank, payment processor, or accounting platform.

This is an administrative workflow service. It does not include bookkeeping, legal or tax advice, direct contact with debtors, or any guarantee of payment.

To begin, please provide the invoice reference, client name, invoice and due dates, open balance, current status, factual notes, preferred tone, and business name. Remove any sensitive information that is not required for the workflow.