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AI Client Invoice Reminder Writer

AI Finance · All
0 installs · Verified BotGentz app
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CategoryAI Finance
PlatformAll
Pricing $19.99/mo
Installs0
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About this app

WHAT IT DOES

The AI Client Invoice Reminder Writer is a specialized assistant that helps businesses and freelancers craft professional, effective payment reminders. You provide client details, invoice information, and payment history, and the agent returns a structured response with four key sections: (1) a brief client summary restating the context, (2) a recommended tone—gentle, firm, or urgent—based on the payment history, (3) a complete draft email or message ready to send to the client, and (4) a suggested escalation timeline with follow-up dates if payment is not received. The output is capped at 1,024 tokens and is designed to save you time while maintaining a professional relationship with your clients.

HOW TO USE

Open the agent from your BotSurf AI Agents panel. The first time you use any AI agent, you will need to paste your API key once—it is stored securely and never leaves your device. Then, paste your invoice and client details into the input box. You can also use the "Use page selection" button to pull selected text directly from the page you are viewing. Click "Draft Reminder" and within moments you will receive a tailored message. The agent runs entirely in a sandboxed frame in BotSurf with no browser extension required.

WHAT IT SENDS

When you click the draft button, the agent sends exactly the text you have entered into the input box—nothing more, nothing less. It does not send page content, browser history, cookies, or any other data. Usage logs record only the fact that a run occurred and the timestamp, for billing purposes; the content of your request is never stored or logged by BotGentz. The text is transmitted securely and processed by the AI model to generate your reminder draft.

SUBSCRIPTION

This agent requires an active subscription at $4.99 per month, which includes 100 analysis runs per month. A 7-day free trial is available so you can evaluate the tool before committing. Unused runs do not roll over to the next month. You can cancel anytime from your BotSurf subscription settings—no questions asked.

THE PANEL

The agent opens as a draggable panel within BotSurf. Drag it by the title bar to position it anywhere on your screen—the position is remembered for next time. The panel snaps to the nearest edge when dragged close to the screen border, making it easy to tuck out of the way. Collapse it to a compact title bar with a single click on the header. Press the Escape key to hide the panel; click its icon in the toolbar to show it again.

PLEASE NOTE

AI outputs are generated from patterns in training data and can be incorrect, incomplete, or inappropriate for your specific client relationship. Always review and personalize any message before sending. This tool provides general business communication guidance, not financial or legal advice. By using this agent, you acknowledge that you are responsible for validating all outputs and ensuring compliance with applicable collection laws and regulations.

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