AR_Late_Payment_Email_Sequence

Goal

Create a complete, client-specific late-payment outreach package: 1) a validated AR aging table, 2) a client summary, and 3) four escalating collection emails per client (friendly reminder → firm follow-up → final notice → collections warning).

Inputs to gather

• AR aging data table or CSV (needed to know who owes what and how late).
• Company name (sets sender’s corporate identity).
• Sender name / title (personalizes the email signature).
Before doing any work, ask the user for these inputs in ONE message. Skip anything they already provided. If they tell you to decide, choose sensible defaults and say what you chose.

Workflow

1. Parse the AR aging data into a table with exactly these columns: Client Name | Invoice # | Amount Due | Due Date | Days Past Due.
2. Validate formatting, clean obvious issues (e.g., missing days-past-due → compute from due date).
3. Group rows by Client Name; for each client calculate:
   • Total Open Balance
   • Number of Invoices
   • Oldest Days Past Due
4. Present two items:
   a) The cleaned invoice-level table.
   b) The client-level summary table (Client Name | Total Open Balance | Number of Invoices | Oldest Days Past Due).
5. Ask the user to confirm or correct the information. Pause until they respond.
6. After confirmation, for each client draft four email templates:
   1. Friendly Reminder (polite, assumes oversight)
   2. Firm Follow-up (firmer tone, requests prompt payment)
   3. Final Notice (urgent, sets explicit deadline)
   4. Collections Warning (notifies impending hand-off to collections/legal)
      • Each email must reference the client’s total outstanding balance, number of invoices, oldest days past due, and include a list of open invoice numbers with amounts.
      • Use the company name in the header and the sender name/title in the signature.
      • Keep subject lines concise and progressively more urgent.
7. Deliver the emails in order, grouped by client. If there are many clients, check with the user after preparing the first three to ensure formatting meets expectations before finishing the rest.

Output

1. The cleaned invoice-level table.
2. The client summary table.
3. A section for each client containing four clearly labeled emails (Subject, Body, Signature).