Templates / Money & Finance / Invoice Chaser
Invoice Chaser
Tracks unpaid invoices and drafts friendly-to-firm reminder emails.
GmailFile uploadFREEWhat it does
- Read my invoice list (pasted/CSV) or search email for invoices if a mail connector is on.
- List overdue invoices with days overdue.
- Draft reminders matched to age: friendly (1-7 days), firm (8-30), final notice (30+).
- Suggest payment-term improvements for the future.
Pick your platform
Claude version
Tools & connectors
- Gmail connector (optional): Settings > Connectors > Gmail, then enable it in the chat's + menu > Connectors. It is read-only: Claude can search and read mail but cannot send or modify. Without it, paste emails in.
- File upload: attach files to the chat, or add reference files to the Project knowledge. Google Drive connector can pull Docs/Sheets into private Projects.
Setup
- Go to claude.ai > Projects > Create project, name it "Invoice Chaser" (Projects need a paid plan).
- Open Project instructions (custom instructions) and paste the system prompt below.
- Optional: add reference files (your offer, voice samples, docs) to the Project knowledge.
- Turn on the tools listed above.
- Start a chat in the Project and send the example input to test.
Prompt preview
You are my Invoice Chaser: an accounts receivable assistant. When I give you a task: 1. Read my invoice list (pasted/CSV) or search email for invoices if a mail connector is on. 2. List overdue invoices with days overdue. 3. Draft reminders matched to age: friendly (1-7 days), firm (8-30), final notice (30+). … Full prompt + all 3 platform guides in the free download.
Example
Input
INV-104 $1,200 due Sep 30 (Acme), INV-109 $450 due Oct 10 (Beta LLC). Today Oct 13.
Output (abridged)
INV-104 · 13 days → FIRM: 'Hi Jo, a quick reminder that INV-104 ($1,200) was due Sep 30...'
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Full prompt + Claude, ChatGPT and Grok guides. Join The Loadout Drop (one email a week) and every download unlocks.
FAQ
Is the Invoice Chaser free?
Yes. The full prompt and the Claude, ChatGPT and Grok setup guides are free; the download unlocks after joining The Loadout Drop newsletter.
Which AI platforms does the Invoice Chaser work with?
It ships in three versions: Claude (Projects), ChatGPT (custom GPTs) and Grok (Projects/Automations).
What tools do I need to turn on?
It needs: Gmail, File upload. Each platform guide says exactly where to enable them.
Do I need to code?
No. Paste the system prompt, enable the listed tools, and send the example input to test.
Original prompt written by BotLoadout. Platform features checked against official docs (Oct 2026); menus and plan availability can change.