Home · Business tools · Set the wording Sage Copilot sends in your payment reminders
Set the wording Sage Copilot sends in your payment reminders
Automatic reminders are great until one reads like a debt collector to a loyal customer. Set the tone and stages once.
The prompt · ChatGPT
Help me write the payment reminders Sage will send for me. Sage Copilot reminders are in Sage Accounting (UK help pages) and in Sage 50 Accounts Professional v32.1 or later.
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What you get (sample answer)
3 days before: "Invoice [number] for [amount] is due on [date]. Thanks, [name]." 7 days after: "Friendly reminder that invoice [number] was due on [date] — can you confirm payment?" 21 days after: "Invoice [number] is 21 days overdue; please pay this week or tell us if there's a problem." Skip under 50; exclude clients on a payment plan. Phone after last stage: "Hi, ringing because the automatic reminders haven't cleared invoice [number]."
Paste the prompt above into any assistant and get the wording.
In Sage Accounting, go to Settings, Automatic payment reminders, set the minimum balance and timing, then edit or generate the email with Copilot using your wording.
In Sage 50 Accounts Professional v32.1 or later, go to Customers, Sage Copilot, Debt management.
Why it helps
You'd love reminders to go out on their own, but you worry an automatic email will upset good customers or sound nothing like you.
Tools
Paste the prompt, fill the blanks, copy the draft.
- ChatGPT — required. Works with the business tool named on this recipe. You stay in control of what gets sent.