Write a dunning letter
dunning_textGenerate a payment chaser for one client at friendly, firm, or final demand level, listing every overdue invoice with age and total and including bank details when available.
Instructions
Write a payment chaser for one client at level 1 friendly, 2 firm or 3 final demand, listing every overdue invoice with its age and total, plus your bank details when the profile has them. Level 3 is Pro.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| as_of | No | Age the invoices as at this date, YYYY-MM-DD. Defaults to today | |
| level | Yes | 1 friendly reminder, 2 firm reminder, 3 final demand. Level 3 is Pro | |
| client | Yes | Client id from the invoice server, an exact client name, or a name containing this text | |
| currency | No | Only needed when the client has documents in more than one currency. Currencies are never added together | |
| greeting | No | Opening line, default "Hello" and the client name | |
| sign_off | No | Closing line, default your business name from the shared profile |