Complete AI Training

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

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

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

  1. Ask for any missing inputs, then draft the email.
  2. Write a subject line that names the invoice number and the due date.
  3. Open with one sentence identifying the invoice and thanking the customer for their business.
  4. State the amount due, the due date, and the payment terms in one short paragraph or a short bulleted list.
  5. Give the payment method and one clear next step.
  6. Close with a billing contact line and a courteous sign-off.
  7. 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.