payment_plan_proposal
Draft a professional email offering an installment payment plan when a client cannot pay an invoice in full, specifying payment schedule and amounts to resolve payment difficulty.
Instructions
Write the professional email proposing an installment payment plan when a client cannot pay an invoice in full immediately — either proactively offered when you sense payment difficulty, or as a structured reply when a client has asked for more time. States the plan clearly (number of payments, amounts, schedule), confirms the arrangement in writing, and keeps the tone solution-focused rather than punitive. Distinct from late_payment_reminder (chasing an already-overdue invoice), invoice_dispute_response_email (client is disputing a charge), and deposit_request_email (requesting upfront payment before work begins). Does not count against your monthly draft limit.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| client_name | Yes | Client's first name or full name | |
| invoice_total | Yes | The total amount owed (e.g. '$3,500', '£2,200') | |
| invoice_number | No | Invoice reference number (e.g. 'INV-051') — included in subject line if provided | |
| number_of_payments | No | How many instalments the plan is split into (e.g. 2, 3, 4) — defaults to 2 if not provided | |
| first_payment | No | Amount due in the first instalment (e.g. '$1,750', '50%') — if omitted, equal splits are implied | |
| schedule_description | No | When subsequent payments are due (e.g. 'every two weeks', 'on the 1st of each month', '30 days after the first payment') | |
| total_period | No | Optional: total timeframe the plan spans (e.g. 'six weeks', 'three months') — used to frame the offer naturally | |
| project_name | No | Name of the project for context (e.g. 'the brand identity project', 'your website') | |
| your_name | No | Your name for the sign-off |