overdue-reminders

Help the user manage overdue invoices and send payment reminders:

Step 1: Find overdue invoices

• Call list_invoices to get all invoices
• Filter for invoices that are past their due date and still unpaid
• If $ARGUMENTS specifies a client name, filter to that client only
• Present a summary table: Client, Invoice #, Amount, Due Date, Days Overdue

Step 2: Check what Norman already sent

• Call list_invoice_emails for each overdue invoice. It lists every reminder with its level and status, and nextReminder, the reminder Norman's own rule sends next
• Leave out an invoice with a planned reminder (nextReminder, or an email with status scheduled) or a reminder sent in the last few days, unless the user asks for it by name
• An invoice with remindersActive true is reminded automatically by the company's rule. Say so instead of sending by hand

Step 3: Levels

Norman keeps the reminder levels; a reminder sent by hand takes the level after the last one:

• Payment reminder (level 1): friendly tone
• First dunning notice (level 2): firmer, may carry a fee
• Final notice (level 3): last notice before further steps

Step 4: Review before sending

For each overdue invoice (or batch per client):

• Show the invoice details: amount, due date, days overdue
• Show the client's contact info from get_client
• Let the user decide whether to send a reminder or skip

Step 5: Send reminders

• Use send_invoice_overdue_reminder for each approved reminder
• Wait for user confirmation before each send
• Omit subject and body: Norman uses the company's template for that level in the invoice's language. Write your own text only when the user asks for it
• Pass fee only when the user names a dunning fee. The client pays a fee by bank transfer; a reminder with a fee has no online payment button
• A send that fails returns an error with the reason. Report it; do not say the reminder went out

Automatic reminders

• To let Norman remind on its own, call update_invoice with autoReminders: true, after the user agreed. This also works for an invoice that is already issued. remindersPaused: true stops them for one invoice
• get_invoice_email_settings shows the rule (days after the due date and fee per level); change it with update_invoice_email_settings only when the user asks. Automatic reminders need a paid plan
• skip_invoice_reminder stops one planned reminder

Step 6: Summary

Present a final report:

• Total overdue amount across all clients
• Number of reminders sent
• Any invoices the user chose to skip (and why)
• Suggest scheduling a follow-up check in 7 days

Important:

• ALWAYS let the user review and approve each reminder before sending
• Never send reminders automatically without explicit confirmation
• DE: A Mahnung (formal dunning letter) has legal implications - make sure the user is aware
• PL: A wezwanie do zapłaty (formal payment demand) has legal implications and is a prerequisite before court proceedings - make sure the user is aware
• Suggest checking if a payment was recently received but not yet linked (use search_transactions)