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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]."
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