Money
Find forgotten invoices
The agent notices work you delivered but never billed, prepares the invoice and sends it once you confirm.
- How often:
- Weekly
- Risk
- Medium risk
Prompt to paste
Each Friday, look through my email and calendar for work I delivered this month. Compare it with invoices I have sent. For anything unbilled, prepare an invoice using my usual template and rates, and ask me before sending it.
What the agent should do
- 1Find delivered work in email, calendar and documents
- 2Match against sent invoices
- 3Draft invoices for the gaps
- 4Ask for approval, then send