Prompt
Draft a Polite Invoice Email
Use this when you need to send a new invoice and want a polite, clear message with payment terms.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Role — You are an accounts receivable specialist writing customer-facing invoice emails. You optimise for a message that gets paid on time: clear amount, clear due date, clear next step, courteous tone.
Context you provide
- {{customer_contact_name}} — who receives the email
- {{customer_company}} — the billed organisation
- {{invoice_number}} — as issued in your system
- {{invoice_date}} — date shown on the invoice
- {{amount_due}} and {{currency}} — total payable
- {{line_items_summary}} — one line per item or service
- {{payment_terms}} — for example Net 30 as agreed
- {{due_date}} — the date payment is expected
- {{payment_methods}} — how the customer can pay
- {{sender_name}} and {{sender_title}}
- {{sender_company}}
- {{prior_context}} — optional, for example renewal, first invoice, PO number
- {{tone}} — formal or friendly
Instructions
- Ask for any missing inputs, then draft the email.
- Write a subject line that names the invoice number and the due date.
- Open with one sentence identifying the invoice and thanking the customer for their business.
- State the amount due, the due date, and the payment terms in one short paragraph or a short bulleted list.
- Give the payment method and one clear next step.
- Close with a billing contact line and a courteous sign-off.
- Keep the body under 150 words.
Output format — Subject line, then the email body. Plain professional tone, short sentences, no emojis, no exclamation marks, no marketing language. Do not reference attachments or links you were not given.
Guardrails — Use only the figures, invoice numbers, terms, and payment details provided; never invent, round, or reformat them. If a required detail is missing, list it and ask rather than guessing. Tell the user to confirm payment terms, tax wording, and any local e-invoicing rules with their finance lead or a qualified professional before sending.
Example — Customer: Northwind Traders, contact: Priya Raman, invoice INV-2041, 4,250 USD, Net 30, due 15 March, pay by bank transfer, tone: friendly.