Chase Invoices Without Chasing Your Tail

1. Read https://multimail.dev/llms.txt, connect the MCP server, create a free inbox, and set up a verified sender. 2. Connect to QuickBooks Online using Intuit’s official app authorization. Use QuickBooks webhooks for Invoice changes, and also run a daily check for open invoices whose due date has passed so older overdue invoices are not missed. 3. For each overdue invoice, retrieve the customer name, billing email, invoice number, due date, balance due, invoice PDF or attachment, and any payment instructions already stored in QuickBooks or provided by finance. 4. Draft a three-stage follow-up cadence: a polite reminder after the due date, a firmer notice after 7 days, and an escalation-ready finance note after 14 days. Include the invoice, amount due, due date, payment instructions, and a concise client-specific opening. 5. Run all messages in MultiMail gated_send mode so finance reviews each email before delivery. Ask me only for QuickBooks authorization, verified sender details, brand voice, and payment instructions needed to go live.

1. Read https://multimail.dev/llms.txt, connect the MCP server, create a free inbox, and set up a verified sender. 2. Connect to Xero using its official app authorization. Use Xero webhooks for invoice events, and run a daily Accounts Receivable check for approved invoices with an outstanding balance and a due date before today. 3. For each overdue invoice, pull the contact, recipient email, invoice number, due date, amount due, currency, online invoice link, and any invoice attachments available from Xero. 4. Draft a progressive follow-up sequence: friendly reminder immediately after overdue, clear payment request after 7 days, and relationship-aware escalation after 14 days. Attach or link the invoice, include payment instructions, and tailor the tone to the customer’s history where Xero data allows. 5. Use MultiMail gated_send mode for every follow-up so the finance team approves relationship-sensitive messages before sending. Ask me only for Xero authorization, verified sender details, brand voice, and payment instructions needed to go live.

1. Read https://multimail.dev/llms.txt, connect the MCP server, create a free inbox, and set up a verified sender. 2. Connect to NetSuite using the company’s approved SuiteTalk REST Web Services or SuiteScript access. Use a saved search for open customer invoices where the due date is before today, scheduled to run daily, and include newly overdue invoices from that search. 3. For each overdue invoice, retrieve the customer, billing contact, invoice number, due date, balance remaining, currency, payment terms, and the original invoice file or generated invoice PDF from NetSuite. 4. Draft a finance-approved follow-up cadence: courteous reminder at first overdue, stronger notice after 7 days, and escalation draft after 14 days with account context, payment instructions, and the original invoice included. 5. Run the workflow in MultiMail gated_send mode so finance reviews every email before it is sent. Ask me only for NetSuite access, verified sender details, brand voice, and payment instructions needed to go live.