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Planodium
Guide

AI prompts for invoices, reminders and price lists

Money conversations are awkward, but they do not have to be. AI helps you write friendly payment reminders, clear invoice lines, price lists and explanations of your prices, without sounding harsh or vague.

Ready-made product

AI prompts for invoicing and finance writing: 25 ready-made prompts

3 prompts you can copy

Friendly payment reminder: Write a friendly payment reminder for invoice [invoice number] of [amount] that was due on [date]. Customer: [customer name]. Include payment details: [account/link]. Assume it may be an oversight. Do not mention debt collection or legal consequences. Max 80 words.

Second payment reminder: Write a firmer second reminder for invoice [invoice number] of [amount], originally due [date], first reminder sent [date]. Ask for payment by [new date] and invite the customer to contact us at [contact] if there is a problem. Polite and factual; no legal threats.

Invoice text and description: Write clear line descriptions for an invoice for [service/work] delivered to [customer] in [period]. Work done: [list of tasks and hours/quantities]. Make each line short and understandable for someone who was not involved.

Replace everything in [brackets] with your own details, paste the prompt into your chatbot and read the answer before you use it.

How to get better answers

Keep amounts, dates and terms exactly as they are, and let the AI handle only the wording. For tax and accounting questions, ask your accountant.

Ask for two or three versions and pick the one that sounds most like you. Tell the AI what to change: shorter, warmer, more formal.

Want all 25 prompts for invoicing and finance writing?

The Invoicing and finance writing pack comes in two sizes: Essentials with the 10 most useful prompts, and Complete with all 25. Or get every business area in the AI Prompt Library.

Written with the help of AI. The prompts are general writing help and do not give legal, medical or financial advice. Always check AI answers before you use them.

This guide was written with the help of AI and is general information, not tax, accounting or legal advice. Check the current rules with the relevant authorities.