Finance & Invoicing prompts

Write a price increase notice from [BUSINESS_NAME] to clients informing them of a [INCREASE_AMOUNT] price increase effective [EFFECTIVE_DATE]. Details: - Business: [BUSINESS_NAME] - Increase amount: [INCREASE_AMOUNT] (e.g., 8%, $25/month, from $X to $Y) - Effective date: [EFFECTIVE_DATE] - Reason (be honest): [REASON] - What's improved or being added: [VALUE_ADDS] - Early sign-off option (if applicable): [LOCK_IN_OFFER] - How to ask questions/discuss: [CONTACT_METHOD] Write 3 versions: 1. Service retainer clients (agencies, consultants): More personal, relationship-focused 2. Product customers (retail, e-commerce): Shorter, direct, clear on new pricing 3. Long-term clients specifically (2+ years): Acknowledge loyalty, may offer a modest loyalty exception For all: - Announce with confidence, not apology (apologizing for a reasonable price increase undermines it) - Give 30-60 days notice (90 for annual retainers) - State the new price clearly and early - Acknowledge what they're getting for the increase - Make responding easy if they have questions

Write a quote email from [BUSINESS_NAME] to [PROSPECT_NAME] for [SERVICE_QUOTED]. Quote details: - Your business: [BUSINESS_NAME] - Prospect: [PROSPECT_NAME] - Service being quoted: [SERVICE_QUOTED] - Quote amount: [AMOUNT] - What's included: [INCLUSIONS] - What's NOT included (scope boundaries): [EXCLUSIONS] - Timeline: [TIMELINE] - Quote validity: [VALID_UNTIL] - Deposit required: [DEPOSIT] - Next step to proceed: [NEXT_STEP] Write the quote email with: 1. A warm but professional opening referencing your conversation 2. Recap of what they asked for (shows you listened) 3. Clear scope of work (what's included) 4. The investment amount — stated confidently, not apologetically 5. Clear timeline 6. Easy acceptance path (link, reply, or call) 7. Expiry date (creates natural urgency) 8. P.S. line with a relevant testimonial or result Also write 2 follow-up email options for if they go silent: - Day 4: Soft check-in - Day 10: Final follow-up before you release the slot

Write a 3-email payment reminder sequence for [BUSINESS_NAME], a [BUSINESS_TYPE], to send to [CUSTOMER_NAME] about an overdue invoice. Invoice details: - Business name: [BUSINESS_NAME] - Business type: [BUSINESS_TYPE] - Customer name: [CUSTOMER_NAME] - Invoice number: [INVOICE_NUMBER] - Amount due: [AMOUNT_DUE] - Days overdue today: [DAYS_OVERDUE] - What they were billed for: [SERVICE_OR_PRODUCT] - Payment link: [PAYMENT_LINK] - Late fee policy (optional — if this is blank or "none", do not invent a fee or mention one): [LATE_FEE_POLICY] Write all 3 emails now, even if [DAYS_OVERDUE] means only one of them should go out today. Each email needs 2 subject line options and a ready-to-send body. 1. Day 1 overdue — friendly reminder. Assume the invoice was missed, not ignored. Short and warm. One clear payment link. No guilt and no late-fee mention. 2. Day 7 overdue — firmer, still respectful. Restate the amount, invoice number, and what it was for. Ask them to pay today or reply with a specific date they will pay. Mention [LATE_FEE_POLICY] only if a real policy was provided. 3. Day 14 overdue — final notice before you pause new work for this customer. Direct and calm. State the amount, invoice number, and payment link again. Say clearly that new work pauses until this invoice is paid. No threats, insults, legal jargon, or collections-agency language. Offer one short path if the invoice itself is wrong. Rules for every email: - Under 140 words - Put the invoice number and amount due in the first two sentences - Use [CUSTOMER_NAME] - Show [PAYMENT_LINK] as a plain URL on its own line, not "click here" - Sound like the owner of [BUSINESS_NAME], not a billing department or a collections agency - No "per my last email", "just circling back", shame, or fake urgency - End with one next step: pay at the link, or reply if something on the invoice is wrong - Sign off with a first name and [BUSINESS_NAME] After the three emails, add a one-line send guide based on [DAYS_OVERDUE]: - 1–6 days: send Email 1 today - 7–13 days: send Email 2 today (skip Email 1) - 14 or more days: send Email 3 today

Write a weekly cash and bills check for [BUSINESS_NAME]. One person finishes it in about 30 minutes. This is the weekly look at the operating account. It is not a month-end close, not a payroll run, and not a tax return. The owner fills in the facts. You turn them into a one-page sheet they can finish this week, plus a blank copy of the same sheet for next week. Do not draft a customer email. The overdue-invoice email is a different page. Facts, and only these facts: - Who runs it: [REVIEWER] - Day and time: [WHEN] - Where the books live: [BOOKS] - Which account: [ACCOUNT] - Cash in that account right now, or "blank": [CASH_NOW] - Deposits that did not match an invoice, or "none": [UNMATCHED] - Charges they already recognize, with the category they already use, or "none": [KNOWN] - Charges they do not recognize, or "none": [UNKNOWN] - Invoices past due. Each one needs the customer, the invoice, the amount, how late, and who follows up. Or "none": [PAST_DUE] - Bills due in the next 7 days. Each one needs who you pay, the amount, and pay or hold. Or "none": [BILLS_DUE] - Who answers bookkeeping questions: [BOOKKEEPER] - One decision they already need to make this week, or "none": [DECISION] Format: 1. Title, [BUSINESS_NAME], version v1.0, the day taken from [WHEN], and a blank "done" line with [REVIEWER]'s name. 2. Purpose in one sentence: once a week, [REVIEWER] writes the cash in [ACCOUNT], the money that does not match, who owes the business, and what gets paid in the next 7 days. 3. A timed agenda. Five blocks. About 30 minutes. The blocks are: write the cash, match deposits, sort charges, list past-due invoices, list bills due in 7 days. Do not add a sixth block for taxes or payroll. 4. A filled sheet for this week, using only the facts: - Cash in [ACCOUNT]. If [CASH_NOW] is a number or amount they typed, write that amount and nothing else. If [CASH_NOW] is blank or "blank", leave the line empty for them to fill from the bank. Do not invent a balance. - Unmatched deposits, from [UNMATCHED] only. If [UNMATCHED] is blank or "none", write "No unmatched deposits." - Known charges, from [KNOWN] only, with the category they already gave. Do not rename the category. - Unknown charges, from [UNKNOWN] only. Each line says ask [BOOKKEEPER]. Do not assign a category, a tax code, or "personal". - Past-due invoices, from [PAST_DUE] only. Each line names who follows up. Do not add a late fee, interest, a collection threat, or a "final notice". - Bills due in the next 7 days, from [BILLS_DUE] only. Keep the pay or hold they already wrote. If a bill has no pay or hold, write "needs pay or hold" and do not choose for them. 5. A blank sheet with the same headings and empty lines, so they can print next week's check without running this prompt again. 6. The decision, from [DECISION] only. If [DECISION] is blank or "none", write "No extra decision this week." 7. A stop line, in these words: This is not a month-end close, not a payroll run, and not a tax filing. Confirm tax, payroll, sales tax, and what is deductible with [BOOKKEEPER] or an accountant before you record a number you did not look up. Rules: - If a field is blank or "none", say there is nothing in that block. Do not invent an invoice, a bill, a vendor, a dollar amount, a date, or a customer. - Do not state a tax deadline, a payroll due date, a sales tax rate, a penalty, or a late fee. - Do not say a charge is deductible, a meal, or an owner draw unless they already put that category in [KNOWN]. - Do not tell them to move money, open a new account, or take a loan. - If [BOOKS] is not QuickBooks and not Xero, do not tell them to open QuickBooks or Xero. Name [BOOKS] as the place they look. - Do not write the customer chase email. Name who follows up. The email is a separate prompt. - Short lines. Start each agenda step with a verb. - No corporate language. No "liquidity", "optimize", "cash conversion", "stakeholders", "circle back", or "ensure compliance". Related, for the owner, not on the sheet: Overdue Invoice Payment Reminder (/prompts/finance/overdue-invoice-payment-reminder-email) is the customer email after this sheet names who to chase. Invoice Mailing SOP (/prompts/operations/invoice-mailing-sop) is how the invoice went out. Weekly Stock Count and Purchase Order Check (/prompts/operations/weekly-stock-count-and-purchase-order-check) is the shelf and the purchase orders, not this bank check. Match the bank in the books after this sheet is true. The SOP hub is /sop.