Run my overdue-invoice collections sweep every Monday
An updated collections tracker plus a drafted nudge sitting in each invoice thread
Every Monday, run my collections sweep. Open QuickBooks and pull all overdue invoices: number, customer, amount, and days overdue. Update my collections tracker [sheet link] — add new overdue invoices, update days-overdue on existing rows, and mark anything now paid. Then, for each overdue invoice, find the original invoice email thread in Gmail and draft a reply-all nudge in that thread: friendly under 15 days, firmer at 30, escalation tone at 60 and beyond, referencing the invoice number, amount, and original due date. Save every nudge as a draft — do not send anything. Finish with a summary: total outstanding, the three largest or oldest debts, drafts created and where to find them, and any invoice where you couldn't locate the thread so I can handle it manually. Match every draft to the right thread — a nudge on the wrong thread is worse than no nudge.
