Chase past due corporate invoices with AI, for wholesalers

Chasing unpaid corporate invoices means digging through order files and writing awkward emails when you'd rather pack orders. Hand the unpaid list to AI, and get back polite, ready reminder drafts grouped by how late each account sits.

What to gather first

Your current unpaid orders export
Two sample reminder notes you wrote before
Your standard payment terms

Which app

For this one, a plain AI chat window is enough: ChatGPT, Claude, or Gemini. Open the chat, paste what you gathered, and type the message below. First time? Read how to talk to an AI.

How to do it

Export your open invoice list. Pull the list of unpaid corporate orders from your books. Copy the client name, order date, total, and balance due. Keep the raw rows simple.
Paste the list into AI. Add your unpaid list and a past note you liked into the chat. Tell AI how long each client has had the goods. Ask AI to sort the late accounts and draft a fresh note for each one.
Read the draft reminders. AI drafts gentle notes for fresh balances and firmer requests for older accounts. It inserts the order numbers and totals into the text. Read through each draft to make sure the tone matches the client relationship.
Adjust and send from your inbox. Paste each approved draft into your own email. Fix any custom delivery details or contact names. Send the emails yourself.

What to type first

Here is our current list of open corporate merchandise orders and an example email I usually send. Sort the list by days past due. Draft a short, polite reminder email for each client, using a firmer tone only for orders past thirty days. Do not send anything or make up contact names.

Change the words to match your business. AI follows what you say, so say what done looks like.

Before you trust it

Check that every invoice total and order number matches your books.
Make sure long-standing client accounts did not get an overly firm tone.
Confirm your wire or payment link appears in the draft before you send.

Try pasting weekly order confirmations into AI to draft your upcoming shipping notices.

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