Free worked example · Fictional information
Use fictional invoice details to see the review process. This written preview is not a live application and does not send messages.
← Back to free resourcesStep 1 · Check the record
Customer: Juniper Studio.
Invoice total: $1,200.
Recorded payment: $200.
Due date: October 1, 2026.
No dispute hold or payment promise is recorded.
The outstanding balance is $1,000.
Before contacting the customer, check for a newer payment, a promise, a dispute, or recent contact. Enter updates yourself; the tool does not detect them.
Step 2 · Prepare and review
Subject: Checking the balance on invoice INV-104 Hello, Our records show an outstanding balance of $1,000 on invoice INV-104, due October 1, 2026. Could you confirm the payment status or let us know if there is a question about the invoice? Thank you, [Your name]
Review the recipient, balance, due date and contact restrictions. Edit the wording for your relationship, then send through your own email app.
Step 3 · Record and protect
Record the contact and any verified payment promise or hold. Download a full JSON backup after the session and keep a protected second copy.
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