AI Prompts for Accounting, Bookkeeping & Tax

Act as a senior staff accountant. I am providing you with anonymized variance data for [[Client Name]] for the period ending [[Date]]. The data shows: - Revenue: [[X]]% over/under budget - COGS: [[Y]]% over/under budget - Operating Expenses: [[Z]]% over/under budget, with [[Specific Expense Category]] being the main driver. Based *only* on this data, draft a 3-paragraph executive summary for the management report. Explain the variances in plain English. Start by stating the overall net income performance against budget. The tone should be neutral and objective. Do not invent reasons for the variances; flag them as areas for discussion.

Act as an accounting manager creating a standard operating procedure (SOP). Generate a detailed month-end checklist for reconciling the following general ledger accounts: - Cash - Accounts Receivable - Accounts Payable - Prepaid Expenses - Accrued Liabilities For each account, list the specific steps and source documents required for reconciliation (e.g., "For Cash, agree the GL balance to the bank statement and investigate any outstanding checks or deposits in transit."). Format the output as a markdown table with columns for "Account," "Step-by-Step Procedure," and "Source Document(s).

Act as a controller reviewing a list of expenses from [[Month, Year]]. I need to identify potential prepaid expenses or accruals for the month-end close. Here is a sample of transactions: - [[Vendor Name]], [[Date]], $[[Amount]], "Annual software subscription" - [[Vendor Name]], [[Date]], $[[Amount]], "Insurance premium for [[Date Range]]" - [[Vendor Name]], [[Date]], $[[Amount]], "Deposit for [[Event Name]] in [[Future Month]]" - [[Vendor Name]], [[Date]], $[[Amount]], "Legal services rendered in [[Previous Month]]" For each transaction, identify if it is a potential prepaid expense or an accrued liability and explain the correct accounting treatment for the period ending [[Month, Year]]. Present the answer in a bulleted list.

Act as an accounting expert explaining a concept to a junior bookkeeper. Explain the journal entries required to record the sale of a fixed asset with the following details: - Original Cost: $[[Amount]] - Accumulated Depreciation: $[[Amount]] - Sale Price: $[[Amount]] First, calculate the asset's book value. Second, calculate the gain or loss on the sale. Third, provide the complete journal entry to record the sale, removing the asset and accumulated depreciation from the books and recognizing the cash received and the gain/loss.

Act as a process improvement consultant for an accounting firm. Draft a step-by-step process for a staff accountant to follow when a bank reconciliation has a discrepancy that cannot be immediately identified. The process should be systematic and start with the simplest checks first. Include steps like: 1. Verifying the statement opening and closing balances. 2. Checking for transactions posted to the wrong bank account in the GL. 3. Looking for transposed numbers in transaction amounts. 4. Confirming all bank fees and interest are recorded. The final output should be a numbered list that can be added to our firm's internal knowledge base.

Act as the owner of [[Your Firm Name]], a bookkeeping firm. Draft a professional and empathetic email to a client, [[Client Name]], informing them that their monthly fee will increase from $[[Current Fee]] to $[[New Fee]] starting on [[Effective Date]]. Context: The client has been with us for [[Number]] years. Their transaction volume and complexity have increased by approximately [[X]]% over the last year, requiring more time and resources. The email should be around 150 words. Acknowledge our positive long-term relationship. Briefly explain the reason for the change (increased complexity/scope) without being overly defensive. End on a positive note, reinforcing the value we provide.

Act as a staff accountant at a CPA firm. Draft a clear and friendly email to a tax client, [[Client Name]], requesting the following missing documents for their [[Year]] tax return: - [[Document 1, e.g., Form 1099-DIV from Brokerage Firm]] - [[Document 2, e.g., Record of estimated tax payments]] - [[Document 3, e.g., Details of charitable contributions]] The subject line should be "Action Required: Missing Information for Your [[Year]] Tax Return." Keep the email concise. List the missing items as a bulleted list. State the filing deadline ([[Date]]) and explain that we need the documents by [[Your Internal Deadline]] to ensure a timely filing.

Act as a client service manager. Create a welcome email for a new monthly bookkeeping client, [[Client Name]], who has just signed their engagement letter. The email should: 1. Express excitement about our new partnership. 2. Outline the immediate next steps (e.g., "Our team will send a separate request for access to your bank feeds and accounting software within 24 hours."). 3. Introduce their primary point of contact, [[Team Member Name and Email]]. 4. Provide a link to our secure document portal for them to upload initial files. 5. Set expectations for our monthly rhythm of communication. The tone should be welcoming, organized, and professional.

Act as a helpful administrative assistant. Draft a brief and polite follow-up email to [[Client Name]]. Context: We sent an email on [[Date of Original Email]] with the subject line "[[Original Subject Line]]" requesting information needed for their [[Task, e.g., quarterly financial statements]]. We have not yet received a response. The follow-up email should be very short. Gently remind them of the pending request and its importance for meeting the [[Deadline]]. Ask if they have any questions. Do not sound demanding or passive-aggressive.

Act as an experienced CPA with a talent for clear communication. A small business owner client has asked, "What is the difference between cash-basis and accrual-basis accounting, and which one should I use?" Draft a response of no more than 200 words. Use an analogy to explain the core difference (e.g., cash basis is like a personal checkbook, accrual basis matches revenues with the expenses incurred to earn them). Briefly state who typically uses each method. Conclude by recommending the appropriate basis for their business ([[Business Type]]) and why.

Act as a senior tax manager. I am researching the tax implications of [Specific Tax Topic, e.g., the Section 179 deduction for a specific asset type]. Generate a research checklist to ensure I cover all necessary areas. The checklist should include steps like: - Reviewing the relevant Internal Revenue Code section(s). - Consulting Treasury Regulations. - Searching for recent Revenue Rulings, Revenue Procedures, and Private Letter Rulings. - Checking for relevant court cases. - Summarizing the key limitations, thresholds, and phase-outs for [[Year]]. Format this as a numbered list.

Act as a tax policy analyst. I am providing you with the text of a new tax regulation: [[Paste anonymized text of a specific regulation here]]. Please summarize this regulation in 300 words, targeted at small business owners. The summary should cover: 1. What the new rule changes. 2. Who is affected by the change. 3. The effective date of the change. 4. The key actions business owners need to take to comply. Use simple language and avoid technical jargon.

Act as a CPA firm partner. Draft a general client communication email about year-end tax planning for [[Year]]. The email should be sent to all individual and small business clients in [[Month]]. The email should cover 3-5 potential tax-saving strategies in a bulleted list, such as: - Maximizing retirement contributions. - Deferring income or accelerating deductions. - Tax-loss harvesting in investment portfolios. - Making charitable contributions. Include a clear disclaimer that this is general information and they should schedule a call to discuss their specific situation. The tone should be proactive and advisory.

Act as an experienced tax preparer. Generate a list of probing questions to ask a new individual tax client during their initial interview to ensure no major life events or potential deductions are missed for the [[Year]] tax year. The questions should cover areas like: - Changes in marital status or dependents. - Purchase or sale of a home. - Significant job changes or self-employment income. - Large medical expenses. - Educational expenses. - Cryptocurrency transactions.

Act as a tax resolution specialist. A client has received [[Notice Number, e.g., a CP2000 Notice]] from the IRS. Create a high-level, step-by-step plan for responding to the notice. The plan should include internal actions for the firm, such as: 1. Review the notice and the proposed changes. 2. Compare the IRS information with the client's filed return and source documents. 3. Determine if we agree or disagree with the IRS assessment. 4. Draft a response letter to the IRS. 5. Advise the client on the potential outcomes. This is for an internal strategy document, not for the client.

Act as a fractional CFO. My client is a [[Industry, e.g., SaaS company with $5M ARR]]. What are the 5-7 most important Key Performance Indicators (KPIs) we should be tracking on a monthly basis? For each KPI, provide: 1. The name of the KPI (e.g., Monthly Recurring Revenue, Customer Churn Rate). 2. The formula for calculating it. 3. A brief explanation of why it is important for this type of business. Present the output in a markdown table.

Act as a financial analyst. I have a cash flow forecast for [[Client Name]] for the next six months. The key drivers are: - Revenue is projected to [[grow/decline]] by [[X]]% per month. - A large one-time expense of $[[Amount]] for [[Reason]] will hit in [[Month]]. - Accounts receivable collection is projected to be [[Number]] days. - A new hire starting in [[Month]] will increase payroll by $[[Amount]]. Based on these points, write a 2-paragraph narrative explaining the cash flow projection. Highlight the expected low point for the cash balance and identify the primary risks to the forecast. The tone should be advisory and forward-looking.

Act as a business valuation expert. I need to prepare an internal memo outlining the approach to value a [[Business Type, e.g., local plumbing business]]. Structure a memo that covers the three main approaches to valuation: 1. Asset-Based Approach 2. Market Approach (using comps) 3. Income Approach (e.g., Discounted Cash Flow) For each approach, briefly explain what it is and its suitability for this type of business. Conclude with a recommendation on which approach should be given the most weight and why.

Act as a management consultant facilitating a strategic planning session with the leadership team of [[Client Name]]. Generate a list of 10 open-ended questions to guide the discussion. The questions should focus on growth, profitability, risk, and competitive advantage. Examples could include: - "What business would we be in if we were starting from scratch today?" - "Which 20% of our clients generate 80% of our profits?" - "What is the single biggest bottleneck preventing us from scaling?

Act as a CPA presenting to a client's board of directors, who are not all finance experts. I am giving you the following key figures from the Q3 financial statements: - Revenue: $[[Amount]] (up [[X]]% YoY) - Gross Margin: [[Y]]% (down from [[Z]]% last year) - Net Income: $[[Amount]] (down [[A]]% YoY) - Key reason for margin decline: [[e.g., Increased material costs]] Draft a 1-minute verbal summary of these results. Start with the positive news on revenue growth, then explain the pressure on profitability in simple terms. Avoid accounting jargon like "COGS" or "EBITDA.

Act as a hiring manager for a growing, tech-forward accounting firm. Draft a job description for a [[Role, e.g., Senior Accountant]]. The description should include: - A compelling 2-3 sentence summary of the firm and the role. - A bulleted list of key responsibilities (e.g., manage month-end close, prepare financial statements, assist with tax compliance). - A bulleted list of qualifications (e.g., Bachelor's degree in Accounting, CPA or CPA candidate, [[X]]+ years of experience). - A section on preferred skills, including proficiency with specific software like [[e.g., Xero, QuickBooks Online, Dext]]. The tone should be professional but also reflect a modern and dynamic work culture.

Act as a technical writer. I'm providing you with my rough notes on how we process a new client's payroll setup. Turn these notes into a formal Standard Operating Procedure (SOP). **My Notes:** "First get the Gusto access. Then add the new employees from the spreadsheet they send. Need their W-4 and direct deposit info. Set up the pay schedule - biweekly. Double check the state tax setup. Run a dummy payroll first to make sure it works before the real one." Format the notes into a clean, numbered list with clear action verbs. Add a "Prerequisites" section at the top listing the information needed before starting.

Act as a social media manager for an accounting firm that specializes in [[Your Niche, e.g., e-commerce businesses]]. Draft a short LinkedIn post (under 150 words) about the importance of [Relevant Trend, e.g., tracking inventory profitability by SKU]. The post should: 1. Start with a hook or a question. 2. Briefly explain why this trend matters for the target audience. 3. Offer one practical tip. 4. End with a question to encourage engagement. Include 3-5 relevant hashtags (e.g., #ecommerce #accounting #inventorymanagement).

Act as a business development manager. I had a discovery call yesterday with a prospect, [[Prospect Name]], owner of a [[Business Type]]. They seemed interested but were concerned about the cost and disruption of switching providers. Draft a short script for a follow-up call. The script should include talking points to: 1. Thank them for their time. 2. Reiterate my understanding of their main pain point. 3. Briefly address the cost concern by framing it as an investment in efficiency. 4. Propose a clear, simple next step (e.g., "I can send over a phased onboarding plan that shows exactly what to expect.").

Act as a practice manager. Create a short client satisfaction survey with 5-7 questions to send to our clients annually. The goal is to measure satisfaction and identify areas for improvement. Include questions (using a 1-5 scale where appropriate) on: - Timeliness of communication. - Clarity of advice. - Overall value for fees paid. - An open-ended question like, "What is one thing we could do to improve our service?

**Context:** You are a staff accountant preparing the monthly management report for a small SaaS business. The attached P&L shows a 25% negative variance in "Software Subscriptions" expense compared to budget. **Task:** Draft a concise, professional explanation for this variance. Hypothesize three plausible business reasons for the overspend (e.g., new hire licenses, unbudgeted software purchase, price increase from a vendor). **Format:** A 2-3 sentence paragraph. **Constraints:** Use clear, simple language. Do not invent specific vendor names. Start with "The Software Subscriptions expense was...

**Context:** I am a bookkeeper for a construction company. A new invoice just came in from a vendor named "SiteSafety Supply." Their invoice includes charges for "Hard Hats," "Safety Vests," and "First Aid Kits." **Task:** Based on our standard chart of accounts (Job Materials, Small Tools & Equipment, Safety & Compliance, Office Supplies), recommend the most appropriate expense account for this invoice. Provide a one-sentence justification. **Format:** Recommended Account: [[Account Name]]. Justification: [[Sentence]]. **Constraints:** Choose only one account.

**Context:** You are an accounting assistant reviewing a bank reconciliation. The following three transactions are un-reconciled: 1. Check #1234 for $500, dated 45 days ago. 2. A debit of $75.50 with the description "ACH payment to VENDCO." 3. A deposit of $1,250 with no clear source. **Task:** For each item, create a specific action item for the senior accountant to investigate. **Format:** A numbered list. **Constraints:** Be clear and concise.

**Context:** You are a CPA preparing a 2025 tax return for a client, John Smith. The deadline is in two weeks. **Task:** Draft a polite but firm email to John. Remind him of the upcoming deadline and list the specific documents we are still waiting for: his Form 1099-INT from Big Bank and the donation receipt from his charitable contributions. **Format:** A professional email. **Constraints:** Keep the tone friendly and helpful, not accusatory. Include a clear call to action (e.g., "Please upload these to the portal by...").

**Context:** My client, a freelance graphic designer, has asked me what "quarterly estimated tax payments" are and why she needs to make them. **Task:** Explain the concept of estimated taxes in simple, non-technical terms. Use an analogy to make it easy to understand. **Format:** Two short paragraphs. **Constraints:** Do not mention specific tax forms or percentages. Focus on the "why.

**Context:** You are the owner of a bookkeeping firm. Due to rising costs and enhanced service offerings, you need to increase your monthly bookkeeping fee by 10%, effective in 60 days. **Task:** Write a clear, professional email to your clients announcing this change. Emphasize the value you provide and the reasons for the adjustment without being overly apologetic. **Format:** A client email. **Constraints:** Be direct but empathetic. Frame it as an investment in service quality.

**Context:** I am a tax professional. **Task:** Please read the attached tax court summary for *[[Case Name, e.g., Smith v. Commissioner, 123 T.C. 45]]* and provide a one-paragraph summary of the key facts, the central legal issue, and the court's final ruling. **Format:** A single paragraph. **Constraints:** Focus on the details relevant to a tax practitioner.

**Context:** You are a senior tax manager. A junior staff member is preparing their first S-Corporation tax return (Form 1120-S). **Task:** Create a due diligence checklist of 10 key questions the staff member should confirm before finalizing the return. Include items related to shareholder basis, officer compensation, and distributions. **Format:** A numbered list. **Constraints:** The questions should be actionable and verifiable.

**Context:** My client is a sole proprietor and is considering buying a new truck for their business for $60,000. **Task:** Briefly outline the potential tax implications of this purchase, mentioning Section 179 and bonus depreciation as possibilities for the 2026 tax year. **Format:** Bullet points. **Constraints:** Include a disclaimer that this is for informational purposes and not formal tax advice.

**Context:** Attached are the P&L and Balance Sheet for a small e-commerce company. **Task:** Based on these financials, calculate the following Key Performance Indicators (KPIs): Gross Profit Margin, Net Profit Margin, and Current Ratio. **Format:** - Gross Profit Margin: X% - Net Profit Margin: Y% - Current Ratio: Z **Constraints:** Show the formula you used for each calculation.

**Context:** You are a CPA preparing for a quarterly business review with a restaurant owner client. Their latest financials show that revenue is up 10%, but their Cost of Goods Sold is up 25%, causing profit to decline. **Task:** Generate five open-ended questions to ask the client to understand the root cause of the margin compression. **Format:** A numbered list of questions. **Constraints:** The questions should be strategic, not just factual (e.g., "How has your menu pricing strategy changed?" not "What did you pay for ingredients?").

**Context:** You are an FP&A analyst. **Task:** Read the attached monthly financial package. Write a three-sentence executive summary for the CEO. The summary should state the overall performance against budget, highlight the single biggest positive contributor, and identify the most significant area of concern. **Format:** A single paragraph. **Constraints:** Be quantitative and direct.

**Context:** You are creating a proposal for a new bookkeeping client who runs a small law firm. **Task:** Draft a "Scope of Services" section for the engagement letter. Include weekly transaction categorization, monthly bank reconciliations for 2 accounts, monthly financial statement preparation (P&L, Balance Sheet), and quarterly review calls. **Format:** A series of bullet points under the heading "Scope of Services." **Constraints:** Clearly state that tax preparation and payroll are excluded and can be quoted separately.

**Context:** You are a manager at a mid-sized accounting firm looking to hire a "Staff Accountant" with 1-3 years of experience. **Task:** Write a job description for this role. Include sections for Responsibilities, Qualifications, and What We Offer. **Format:** A standard job description format. **Constraints:** Emphasize experience with cloud accounting software like Xero or QBO and a willingness to learn new technologies.

**Context:** You are a firm administrator tasked with training new hires on the firm's data security policies. **Task:** Create a high-level outline for a 30-minute training session. Topics should include proper handling of client PII, rules for using public AI chatbots, and the firm's document retention policy. **Format:** A bulleted outline with major headings and sub-points. **Constraints:** Keep it focused on practical, actionable behaviors.

Act as a tax partner at a mid-sized accounting firm. Your client is a 15-person software development company that has never claimed an R&D tax credit. **Your Task:** Draft a concise, professional email (under 250 words) to the CEO explaining the potential opportunity of the R&D credit for their business. **Email Content:** * **Subject:** Potential Tax Savings: R&D Tax Credit * **Opening:** Briefly state the purpose of the email. * **What it is:** In simple terms, explain that the R&D credit rewards companies for developing new products and improving processes. * **Why it applies to them:** Connect it to their software development activities (e.g., hiring developers, paying for cloud hosting, building new features). * **The Benefit:** Mention that it can significantly reduce their income tax liability. * **Call to Action:** Propose a brief 15-minute call next week to discuss whether their specific activities qualify. **Constraints:** * Do not give specific financial advice or guarantee they will qualify. * Maintain a professional, advisory tone. * Avoid technical jargon.

Act as a practice manager for a small accounting firm. Draft an engagement letter for a new small business client (a single-member LLC) for whom we will provide monthly bookkeeping and quarterly sales tax filing services. The letter should include sections for: 1. Scope of Services (be specific about bookkeeping and sales tax). 2. Client Responsibilities (e.g., providing timely access to bank statements). 3. Fees and Billing (state a monthly fixed fee of $750). 4. Term and Termination. 5. Limitation of Liability. The tone should be professional, clear, and concise.

Act as a senior accountant creating a standard operating procedure. Generate a detailed client onboarding checklist for a new bookkeeping client. Organize the checklist into three phases: 1. **Pre-Engagement:** (e.g., initial call, proposal sent, engagement letter signed) 2. **Information Gathering:** (e.g., collect bank statements, grant access to QBO/Xero, gather prior year tax returns, set up client in our practice management software) 3. **Kickoff & Setup:** (e.g., schedule kickoff call, confirm recurring meeting schedule, complete initial bank reconciliation) For each item, include a sub-bullet for "Owner" (who is responsible) and "Status" (Not Started, In Progress, Complete).

Draft a professional but friendly email to a client who is late providing their bank and credit card statements for the previous month's bookkeeping. The email should: - Gently remind them of the documents needed. - Briefly explain why timely submission is important (e.g., "to ensure your books are closed accurately and on time"). - Offer a link to our secure document portal for easy upload. - End with a positive and helpful closing.

Act as a marketing consultant for an accounting firm that specializes in serving creative freelancers. Generate 10 blog post titles that would be genuinely useful for this audience. The titles should focus on common financial pain points for freelancers, such as quarterly estimated taxes, separating business and personal expenses, and choosing the right business structure.

I am pasting the text of a new IRS notice below. Summarize the key changes in 5 bullet points, written in plain English for a business owner, not an accountant. Explain who is most likely to be affected by this change. [[Paste the full text of the regulation here]]

I have a Google Sheet with a list of transactions. Column C contains the transaction date, and Column E contains the amount. Write me a formula that calculates the sum of all transactions in Column E that occurred in the month of July 2026.

Act as a controller writing a monthly financial report. I will provide you with the data. Draft a short paragraph of commentary explaining a significant variance. Data: - Account: Office Supplies - Budget: $1,000 - Actual: $2,500 - Variance: +$1,500 (unfavorable) - Reason: We purchased a new printer and a bulk order of paper for the entire quarter. The tone should be neutral and informative, suitable for a management team.

Explain the difference between cash-basis and accrual-basis accounting to a new small business owner who has no financial background. Use a simple analogy (like a lemonade stand) to make the concept clear. Keep the explanation under 150 words.

Generate a detailed month-end close checklist for a small e-commerce business that uses Shopify and QuickBooks Online. The checklist should be organized by week (Week 1, Week 2, etc.) and include tasks like: - Reconciling bank and credit card accounts. - Recording Shopify sales and fees. - Booking payroll and other accruals. - Reviewing A/R and A/P aging. - Generating and reviewing financial statements.

I have a CSV file exported from a bank that has transaction descriptions in a single column named "Description". Write a Python script using the pandas library that reads `transactions.csv`, and creates a new column called "Vendor". The script should populate the "Vendor" column by extracting the vendor name from the "Description" column based on a predefined list of vendors. For example, if the description contains "AMZN MKTP", the vendor should be "Amazon".

Act as a tax research assistant. A client, a self-employed consultant, wants to know if they can deduct the costs of a home office. What are the primary IRS publications and forms related to the home office deduction? List the specific publication numbers and form names. Do not provide advice, only the source documents.

Create a supplemental tax organizer questionnaire for clients who are landlords of a single residential rental property. The questionnaire should ask for: - Total rental income received. - A list of expenses broken down by category (e.g., repairs, insurance, property taxes, mortgage interest). - Information on any major improvements made during the year. - The number of days the property was rented vs. used for personal purposes.

Structure a proposal for a "CFO on-demand" advisory service for a growing tech startup. The proposal should have sections for: 1. Understanding of the Client's Needs (e.g., cash flow forecasting, runway analysis, preparing for a seed round). 2. Proposed Services (e.g., weekly cash flow meeting, monthly reporting package, board deck preparation). 3. Deliverables. 4. Pricing (propose a monthly retainer). 5. Our Firm's Qualifications.

I am building a financial model in Excel for a client. I need to model the impact of hiring two new salespeople. What are the key inputs, assumptions, and outputs I should include in my model? List the variables for inputs (e.g., base salary, commission rate), assumptions (e.g., sales quota, time-to-ramp), and outputs (e.g., change in revenue, change in net income).

What are the 5 most important Key Performance Indicators (KPIs) for a Software-as-a-Service (SaaS) business? For each KPI, provide a brief definition and explain why it is important.

Act as a senior tax researcher for a CPA firm. My client, a single-member LLC filing as an S-Corp, purchased a new electric vehicle weighing 8,000 lbs for 100% business use in 2026. Summarize the available federal tax incentives, specifically addressing: 1. The Section 179 deduction limitations for heavy SUVs. 2. Eligibility for the Commercial Clean Vehicle Credit (45W). 3. Any potential phase-outs or limitations based on vehicle cost or AGI. Provide citations to the relevant IRC sections and any recent IRS guidance. Format the output as a client-ready email draft explaining the options in simple terms, followed by a technical memo for internal firm records.

Act as a staff accountant. You are drafting commentary for the monthly financial package for a small business client. I will provide you with the P&L data for the current month and the prior month. Your task is to: 1. Identify the top 3 largest variances (positive or negative) in dollar terms between the two months. 2. For each variance, write a concise, one-sentence observation in a professional tone. 3. Format the output as a bulleted list. Here is the data: * Revenue: Current Month $150,000; Prior Month $120,000 * COGS: Current Month $75,000; Prior Month $65,000 * Marketing & Advertising: Current Month $15,000; Prior Month $5,000 * Salaries: Current Month $30,000; Prior Month $30,000 * Rent: Current Month $5,000; Prior Month $5,000

Act as a professional but friendly accountant for a small firm. Draft a polite email to a client named [[Client Name]] regarding their overdue invoice [[Invoice Number]] for [[Amount]], which was due on [[Due Date]]. The invoice is now 15 days past due. Remind them of the outstanding balance and provide a link to our payment portal: [[Payment Link]]. Keep the tone helpful, not demanding.