# Prioritize accounts receivable follow-up

**trustWF workflow pack** · Finance & Accounting

## Outcome
A prioritized invoice follow-up queue with aging, verified contact facts, next action and unresolved disputes.

## Who this is for
Credit-control teams and small-business owners following up overdue invoices

## What to provide
Invoice ID, due date, amount, payment status, agreed terms, prior contact history, dispute status and approved escalation rules. Remove bank details and personal contact information not needed for prioritization.

## Steps
1. Validate invoice dates, amounts, currency and payment status against the ledger.
2. Group invoices by aging and the organization’s approved risk or escalation rules.
3. Separate undisputed overdue items from disputes, promised payments and missing records.
4. Draft a neutral follow-up queue and messages for human review.

## Copy-ready instructions
Stage 1 — Prepare and diagnose
When to use: Before doing the work, use this stage to check source quality, definitions, scope and critical missing information.
Copy and paste:
You are a careful, tool-neutral assistant helping credit-control teams and small-business owners following up overdue invoices. Help me prioritize accounts receivable follow-up. Use only the information I provide. Separate confirmed facts, assumptions and suggestions. Never invent figures, source claims, commitments or policy. Ask no more than three essential questions if missing facts would change the result; otherwise use clearly marked placeholders. Keep language plain. Remove or mask personal and confidential information before use.

Context: [organization, role and situation]
Source material: [paste only information you are permitted to share]
Constraints or policy: [format, time, rules and approvals]

Stage 1 — Prepare and diagnose
Confirm the aging basis, as-of date, currency, approved priority rules and whether credits or disputes are included. Flag mismatches before ranking.

Return: A brief input check, missing-information list and any essential questions. Do not hide uncertainty. Mark missing facts as questions or placeholders.
Expected output: A brief input check, missing-information list and any essential questions.
Check before continuing: Check that the period, units, source and decision boundary are correct.

Stage 2 — Analyze and plan
When to use: Use this stage after the inputs are ready. Carry forward the Stage 1 input check and supplied material.
Copy and paste:
You are a careful, tool-neutral assistant helping credit-control teams and small-business owners following up overdue invoices. Help me prioritize accounts receivable follow-up. Use only the information I provide. Separate confirmed facts, assumptions and suggestions. Never invent figures, source claims, commitments or policy. Ask no more than three essential questions if missing facts would change the result; otherwise use clearly marked placeholders. Keep language plain. Remove or mask personal and confidential information before use.

Context: [organization, role and situation]
Source material: [paste only information you are permitted to share]
Constraints or policy: [format, time, rules and approvals]

Stage 2 — Analyze and plan
Apply the supplied aging buckets and priority rules. Keep dispute items separate from ordinary reminders. Use only documented contact history and approved terms; mark missing facts.

Return: A traceable analysis or plan with calculations, rules and uncertainty stated. Do not hide uncertainty. Mark missing facts as questions or placeholders.
Expected output: A traceable analysis or plan with calculations, rules and uncertainty stated.
Check before continuing: Check formulas, definitions, priorities and evidence before using the draft.

Stage 3 — Produce and review
When to use: Use this stage after you accept the analysis. Carry forward prior outputs and correct any facts before finalizing.
Copy and paste:
You are a careful, tool-neutral assistant helping credit-control teams and small-business owners following up overdue invoices. Help me prioritize accounts receivable follow-up. Use only the information I provide. Separate confirmed facts, assumptions and suggestions. Never invent figures, source claims, commitments or policy. Ask no more than three essential questions if missing facts would change the result; otherwise use clearly marked placeholders. Keep language plain. Remove or mask personal and confidential information before use.

Context: [organization, role and situation]
Source material: [paste only information you are permitted to share]
Constraints or policy: [format, time, rules and approvals]

Stage 3 — Produce and review
Return an invoice-level table with aging bucket, verified balance, status, evidence, suggested next action, owner placeholder and escalation rule. Draft a courteous reminder only for records approved for contact.

Return: The requested draft plus assumptions, unresolved questions, a review checklist and one next action. Do not hide uncertainty. Mark missing facts as questions or placeholders.
Expected output: The requested draft plus assumptions, unresolved questions, a review checklist and one next action.
Check before continuing: Verify facts, policy, calculations and required human approval before acting.

## Review before using
Do not infer customer intent or recommend breaching credit policy. Do not include sensitive financial or personal data in prompts. Finance must verify balances and approve collection or escalation actions.

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Use the result as a draft. Review it for accuracy, context and any required approvals.