Following up on unpaid invoices is one of those tasks that takes more time than it should. Finding what's overdue, seeing how long each invoice has been waiting, figuring out who to contact first; that alone takes time before you've even written a single word. Focus AI handles the overview and the drafting, so all you need to do is review and send.
Get an overview of what's overdue
Open Focus AI and ask for a summary of what's still unpaid.
Prompt examples:
- "Show me all overdue invoices."
- "Which customers have unpaid invoices that are more than 30 days overdue?"
- "Give me an overview of outstanding invoices ranked by amount."
- "Which invoices have been overdue the longest?"
- "Draft a first follow-up for this customer on their overdue invoice. Friendly tone, keep it short.
If you're already on a customer's page in Teamleader Focus, you can ask "are there any overdue invoices for this customer?" and Focus AI knows who you mean.
Focus AI groups the results by customer and ranks them by amount and how long they've been overdue, so you always know where to focus first.
How Focus AI drafts the follow-up email
Not only can you send out invoices with Focus AI, you can also let Focus AI help you draft and send a follow-up email for an overdue invoice. It uses one of your existing invoice reminder templates and attaches the invoice automatically.
Before drafting, Focus AI checks the payment history of the customer. It then tailors the email to the situation: short and friendly for a first follow-up, firmer (but never aggressive) if the invoice has been open for a longer time. You can ask it to adjust the tone before anything is sent.
Review before you send
Focus AI drafts a follow-up email per customer and presents them for your review. You go through them one by one, adjust the wording if needed, and send each one yourself directly from the chat. Nothing goes out without you actively sending it.
Keep your records up to date
Once you've followed up, ask Focus AI to add a note on the customer's detail page or mark the invoice for a follow-up at a later date. That way nothing slips through and your Teamleader Focus account always reflects the current situation.
Shortcut: use the Payment chaser Teamleader Skill
The Payment chaser Teamleader Skill is built exactly for when you want to chase unpaid and overdue invoices.
Find it under Focus AI > Skills > /payment-chaser. Click Use skill to start, or type /payment-chaser in any Focus AI chat.