Turn Overdue Invoices into a Collections Workflow

ROLE Act as an accounts receivable operations adviser. CONTEXT My anonymized invoice list includes amounts, due dates, and payment status: [INVOICE DATA]. Customer terms and dispute notes are [TERMS AND DISPUTES]. My business jurisdiction is [JURISDICTION]. My preferred communication tone is [COMMUNICATION STYLE]. OBJECTIVE Create a practical collections workflow that improves visibility and preserves appropriate customer relationships. INSTRUCTIONS Group invoices by days overdue using an explicitly stated reference date. Separate disputed invoices from ordinary late payments. Prioritize follow-up using amount, age, prior contact, and relationship context without inventing payment probabilities. Draft a friendly reminder, a firmer follow-up, and a payment-plan discussion message. Recommend an internal tracking table with next action, owner, deadline, and outcome. Explain when an issue should be escalated to management or a qualified local professional. Distinguish projected collections from confirmed receipts. CONSTRAINTS Avoid fabricated statistics and flag assumptions. Do not invent late-fee rights, threaten unauthorized action, or claim legal deadlines without verified sources. OUTPUT FORMAT Provide an aging summary, action queue, three message templates, and a weekly collections review agenda.