Home · Business tools · Sage debtor day: aged debtors export, a call list, scripts and reminder emails
Recipe 10 min
Sage debtor day: aged debtors export, a call list, scripts and reminder emails
One afternoon a month to bring the money in. Export aged debtors from Sage, get a ranked call list, phone scripts and reminders, and log every promise.
The prompt · ChatGPT
Plan my debtor day from Sage. Aged Debtors: [attach the CSV export] Payment terms: [e.g. 30 days] Already chased: [customers and when] Customers to handle gently: [e.g. long-standing, in a dispute] Ask me up to 3 short questions first if anything important is missing. Wait for my answers. Then: 1. A ranked call list: amount, oldest invoice, days late, and why it's that high on the list. 2. A 30-second phone script for the top 10, polite and firm. 3. A reminder email for everyone else, with the invoice numbers and amounts. 4. A log sheet: customer, who I spoke to, promise date, amount, next step. This is help organising my own figures and wording, not financial, tax or legal advice; my accountant or bookkeeper checks anything that gets filed or posted. Only use what I've told you, leave blanks for anything I haven't given, and don't invent facts or figures. UK English. Stay in this ChatGPT chat. Do not turn on apps or connectors, and do not use memory from another chat.
What you get (sample answer)
Call list top 3: Greaves 2,400 (74 days); Moss 880 (41 days); Vale 910 (35 days) — ranked by amount x age. Script (Greaves): "Hi Nora, ringing about INV-331 for 2,400 before we pause deliveries. When can it clear?" Email batch for under-30-day balances ready with invoice numbers filled. Log columns: customer | spoke to | promise date | amount | next step.
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