Configuración
Cuatro pasos y el rol empieza a trabajar; 2 ya están listos. Ahora: paso 2 — desde qué buzón escribimos.
1 · De dónde salen las facturas y los pagos
2 fuentes funcionanLeemos las facturas abiertas y sus pagos. Antes de cada carta volvemos a comprobar la factura: nunca recordamos una factura pagada.
36 facturas abiertas · también pagos · se relee antes de cada carta
Funciona · 5 de octubre de 2026solo señal de pago: vemos quién ya ha pagado
Funciona · 5 de octubre de 2026Cambiar clave
Opcional. Los pagos de Stripe se asocian a las facturas en cuanto Stripe los captura —antes de que tu contabilidad los registre—, así que a un cliente que acaba de pagar nunca se le reclama. Pega una clave restringida de solo lectura (rk_…); se guarda cifrada y no se vuelve a mostrar. Una sola clave sirve para todo el espacio de trabajo.
En el ejemplo no se conecta nada: empieza gratis y conecta tu propia contabilidad.
Conectar otra fuenteEl acceso propio de cada sistema, la clave de Stripe y un extracto bancario para los pagos que la contabilidad no muestra.
facturas + pagos · multientidad
Funciona: lo estamos verificando con la contabilidad de nuestros primeros clientes. Avísenos si algo no cuadra.
Qué permisos necesita
NetSuite — el rol de la integración también necesita: Transactions → «Invoice» (View); Transactions → «Customer Payment» (View); Lists → «Customers» (View); Lists → «Currency» (View); Lists → «Subsidiaries» (View).
facturas + pagos · multientidad
Funciona: lo estamos verificando con la contabilidad de nuestros primeros clientes. Avísenos si algo no cuadra.
Qué permisos necesita
Sage Intacct — el usuario de servicios web también necesita: Accounts Receivable → «Invoices» (List, View); Accounts Receivable → «Received payments» (List, View); Accounts Receivable → «Customers» (List, View); Company → «Contacts» (List, View).
facturas con el saldo que indica Business Central
Funciona: lo estamos verificando con la contabilidad de nuestros primeros clientes. Avísenos si algo no cuadra.
Qué permisos necesita
Business Central — el usuario que inicia sesión debe poder abrir: «Posted Sales Invoices» (open invoices and balances); «Customers» (billing email); «Posted Sales Credit Memos» (unapplied credit); «Cash Receipt Journals» (payments not yet posted). La API de Business Central no ofrece los pagos registrados por factura, así que cada factura se lee exactamente por el saldo que indica Business Central; un pago que aún espera en un diario de cobros retiene el recordatorio a ese cliente hasta que se registre.
facturas con el saldo que indica Zoho Books · enlace de pago
Funciona: lo estamos verificando con la contabilidad de nuestros primeros clientes. Avísenos si algo no cuadra.
Conectarpagos de un archivo de extracto, asociados por importe y número de factura
Subir y revisar
¿Pagos que su sistema contable aún no muestra? Suba su extracto bancario en CSV. Las líneas con importe exacto y número de factura en la referencia se aplican de inmediato; el resto se convierte en una coincidencia sugerida para que usted la apruebe — nada más se aplica automáticamente.
Sin el permiso de pagos seguimos leyendo cada factura abierta exactamente por el importe que su sistema indica como pendiente — solo falta el historial de pagos. A un cliente sin email registrado nunca se le reclama; la lista de trabajo indica el motivo.
2 · Desde qué buzón escribimos
Buzón sin conectarLas cartas salen en su nombre; las respuestas le llegan a usted y a nosotros, en la pestaña Respuestas.
Los recordatorios salen de su propia dirección. En Ataski no se introduce ninguna contraseña: solo el inicio de sesión de Google o Microsoft.
Otro buzón por SMTP
Los recordatorios salen desde su propio buzón. El inicio de sesión solo pide permiso de envío; puede revocarlo en su cuenta de Google o Microsoft en cualquier momento.
3 · Cómo le paga el cliente
Hay una forma de pagoEl dinero va directamente a usted: nosotros no cobramos pagos. Elija una o varias formas; la carta lleva la primera disponible.
Xero, QuickBooks y Zoho ponen el enlace ellos mismos si tiene conectado Stripe / GoCardless / PayPal. Nosotros solo lo incluimos.
Por ejemplo, un Stripe Payment Link o PayPal.me, para las facturas sin botón propio.
Sus datos bancarios; el concepto del pago es el número de factura.
4 · Cómo será la carta
plantilla + 1 párrafo de IA · EnglishLas cifras las inserta el código desde su contabilidad; la IA no las toca. Cambie el paso de la escalera para ver cada carta.
Hello, Just a friendly heads-up that invoice INV-1275 for $3,350.00 is due on Oct 18, 2026. If payment is already scheduled, thank you, and no action is needed.
Párrafo de IAcortés, según el historial del cliente; se escribe al enviarHow to pay Pay by bank transfer to: Account name: Northbridge Analytics Bank: Example Bank Account number: SAMPLE0001 Payment reference: INV-1275 Your payment goes directly to Northbridge Analytics; no third party receives or handles it. If you have any questions about this invoice, just reply to this email. Kind regards, Northbridge Analytics
Texto fijo al final de cada carta (aviso, referencia de respuesta)
This is a courtesy billing reminder sent by Northbridge Analytics about the invoice referenced in this message, which you hold directly with us. We are the original creditor for this invoice; this is not a communication from a third-party debt collector, and nothing in this message is intended as any kind of threat. If you have already paid, or if you believe the invoice or amount is incorrect or in dispute, reply to this email or contact billing@northbridge.example and we will pause reminders on this account while we review it with you. If the timing is simply difficult, let us know and we will work out an arrangement. ref: ar-quickbooks-1275 This email was drafted with AI assistance on behalf of Northbridge Analytics.
Hello, This is a friendly reminder that invoice INV-1273 for $3,350.00 was due on Sep 23, 2026 and is now 7 days past due. If you have already sent payment, thank you, and please disregard this note.
Párrafo de IAcortés, según el historial del cliente; se escribe al enviarHow to pay Pay by bank transfer to: Account name: Northbridge Analytics Bank: Example Bank Account number: SAMPLE0001 Payment reference: INV-1273 Your payment goes directly to Northbridge Analytics; no third party receives or handles it. If you have any questions about this invoice, just reply to this email. Kind regards, Northbridge Analytics
Texto fijo al final de cada carta (aviso, referencia de respuesta)
This is a courtesy billing reminder sent by Northbridge Analytics about the invoice referenced in this message, which you hold directly with us. We are the original creditor for this invoice; this is not a communication from a third-party debt collector, and nothing in this message is intended as any kind of threat. If you have already paid, or if you believe the invoice or amount is incorrect or in dispute, reply to this email or contact billing@northbridge.example and we will pause reminders on this account while we review it with you. If the timing is simply difficult, let us know and we will work out an arrangement. ref: ar-quickbooks-1273 This email was drafted with AI assistance on behalf of Northbridge Analytics.
Hello, We are following up on invoice INV-1261 for $3,600.00, which was due on Sep 13, 2026 and is now 17 days past due. Could you let us know when we can expect payment, or reply if anything is holding it up?
Párrafo de IAcortés, según el historial del cliente; se escribe al enviarHow to pay Pay by bank transfer to: Account name: Northbridge Analytics Bank: Example Bank Account number: SAMPLE0001 Payment reference: INV-1261 Your payment goes directly to Northbridge Analytics; no third party receives or handles it. Thank you for taking care of this. Kind regards, Northbridge Analytics
Texto fijo al final de cada carta (aviso, referencia de respuesta)
This is a courtesy billing reminder sent by Northbridge Analytics about the invoice referenced in this message, which you hold directly with us. We are the original creditor for this invoice; this is not a communication from a third-party debt collector, and nothing in this message is intended as any kind of threat. If you have already paid, or if you believe the invoice or amount is incorrect or in dispute, reply to this email or contact billing@northbridge.example and we will pause reminders on this account while we review it with you. If the timing is simply difficult, let us know and we will work out an arrangement. ref: ar-quickbooks-1261 This email was drafted with AI assistance on behalf of Northbridge Analytics.
Hello, Invoice INV-1249 for $3,600.00 was due on Aug 15, 2026 and is now 46 days past due. This is our last automated reminder; after it, a member of our team will contact you directly about the balance.
Párrafo de IAcortés, según el historial del cliente; se escribe al enviarHow to pay Pay by bank transfer to: Account name: Northbridge Analytics Bank: Example Bank Account number: SAMPLE0001 Payment reference: INV-1249 Your payment goes directly to Northbridge Analytics; no third party receives or handles it. Please arrange payment or reply to this email so we can sort it out together. Kind regards, Northbridge Analytics
Texto fijo al final de cada carta (aviso, referencia de respuesta)
This is a courtesy billing reminder sent by Northbridge Analytics about the invoice referenced in this message, which you hold directly with us. We are the original creditor for this invoice; this is not a communication from a third-party debt collector, and nothing in this message is intended as any kind of threat. If you have already paid, or if you believe the invoice or amount is incorrect or in dispute, reply to this email or contact billing@northbridge.example and we will pause reminders on this account while we review it with you. If the timing is simply difficult, let us know and we will work out an arrangement. ref: ar-quickbooks-1249 This email was drafted with AI assistance on behalf of Northbridge Analytics.
Cada carta nombra a su empresa como acreedora y lleva su contacto; las dos confirmaciones permiten el envío.
Solo se reclama a deudores empresa. Para marcar un cliente como empresa o particular, ábrelo desde la lista de «Hoy».
Más ajustescalendario, plazo de pago por defecto, recargos, copias y extractos, segmentos, equipo, notificaciones, informes
Cartas Plantilla + un párrafo de IA (recomendado)
Cada recordatorio se construye con la plantilla de su etapa. El importe, el número de factura, la fecha de vencimiento, los días de retraso y el enlace de pago se toman de la factura. La IA nunca los escribe.
Las plantillas se guardan por idioma de las cartas. Está editando las plantillas en English.
Se añade automáticamente a cada carta y no se puede editar: el saludo, la despedida con el nombre de su empresa, el aviso de acreedor original, la referencia de respuesta y la frase sobre la asistencia de IA.
Hello, Just a friendly heads-up that invoice INV-1042 for $4,250.00 is due on Oct 19, 2026. If payment is already scheduled, thank you, and no action is needed.
Aquí la IA añade un párrafo breve sobre la cuenta de este cliente — un pago parcial, recordatorios anteriores, una promesa de pago — cuando hay historial que mencionar. Nunca contiene cifras, fechas ni enlaces.
How to pay Pay online with the secure link from your invoice: https://pay.example.com/invoice/INV-1042 Your payment goes directly to Northbridge Analytics; no third party receives or handles it. If you have any questions about this invoice, just reply to this email. Kind regards, Northbridge Analytics This is a courtesy billing reminder sent by Northbridge Analytics about the invoice referenced in this message, which you hold directly with us. We are the original creditor for this invoice; this is not a communication from a third-party debt collector, and nothing in this message is intended as any kind of threat. If you have already paid, or if you believe the invoice or amount is incorrect or in dispute, reply to this email or contact billing@northbridge.example and we will pause reminders on this account while we review it with you. If the timing is simply difficult, let us know and we will work out an arrangement. ref: ar-quickbooks-INV-1042 This email was drafted with AI assistance on behalf of Northbridge Analytics.
Hello, A quick, friendly note about invoice INV-1042 for $4,250.00, due on Oct 16, 2026. If payment is already on its way, thank you, and please disregard this note.
Aquí la IA añade un párrafo breve sobre la cuenta de este cliente — un pago parcial, recordatorios anteriores, una promesa de pago — cuando hay historial que mencionar. Nunca contiene cifras, fechas ni enlaces.
How to pay Pay online with the secure link from your invoice: https://pay.example.com/invoice/INV-1042 Your payment goes directly to Northbridge Analytics; no third party receives or handles it. If anything about this invoice needs our attention, just reply to this email. Kind regards, Northbridge Analytics This is a courtesy billing reminder sent by Northbridge Analytics about the invoice referenced in this message, which you hold directly with us. We are the original creditor for this invoice; this is not a communication from a third-party debt collector, and nothing in this message is intended as any kind of threat. If you have already paid, or if you believe the invoice or amount is incorrect or in dispute, reply to this email or contact billing@northbridge.example and we will pause reminders on this account while we review it with you. If the timing is simply difficult, let us know and we will work out an arrangement. ref: ar-quickbooks-INV-1042 This email was drafted with AI assistance on behalf of Northbridge Analytics.
Hello, This is a friendly reminder that invoice INV-1042 for $4,250.00 was due on Oct 09, 2026 and is now 7 days past due. If you have already sent payment, thank you, and please disregard this note.
Aquí la IA añade un párrafo breve sobre la cuenta de este cliente — un pago parcial, recordatorios anteriores, una promesa de pago — cuando hay historial que mencionar. Nunca contiene cifras, fechas ni enlaces.
How to pay Pay online with the secure link from your invoice: https://pay.example.com/invoice/INV-1042 Your payment goes directly to Northbridge Analytics; no third party receives or handles it. If you have any questions about this invoice, just reply to this email. Kind regards, Northbridge Analytics This is a courtesy billing reminder sent by Northbridge Analytics about the invoice referenced in this message, which you hold directly with us. We are the original creditor for this invoice; this is not a communication from a third-party debt collector, and nothing in this message is intended as any kind of threat. If you have already paid, or if you believe the invoice or amount is incorrect or in dispute, reply to this email or contact billing@northbridge.example and we will pause reminders on this account while we review it with you. If the timing is simply difficult, let us know and we will work out an arrangement. ref: ar-quickbooks-INV-1042 This email was drafted with AI assistance on behalf of Northbridge Analytics.
Hello, We are following up on invoice INV-1042 for $4,250.00, which was due on Sep 25, 2026 and is now 21 days past due. Could you let us know when we can expect payment, or reply if anything is holding it up?
Aquí la IA añade un párrafo breve sobre la cuenta de este cliente — un pago parcial, recordatorios anteriores, una promesa de pago — cuando hay historial que mencionar. Nunca contiene cifras, fechas ni enlaces.
How to pay Pay online with the secure link from your invoice: https://pay.example.com/invoice/INV-1042 Your payment goes directly to Northbridge Analytics; no third party receives or handles it. Thank you for taking care of this. Kind regards, Northbridge Analytics This is a courtesy billing reminder sent by Northbridge Analytics about the invoice referenced in this message, which you hold directly with us. We are the original creditor for this invoice; this is not a communication from a third-party debt collector, and nothing in this message is intended as any kind of threat. If you have already paid, or if you believe the invoice or amount is incorrect or in dispute, reply to this email or contact billing@northbridge.example and we will pause reminders on this account while we review it with you. If the timing is simply difficult, let us know and we will work out an arrangement. ref: ar-quickbooks-INV-1042 This email was drafted with AI assistance on behalf of Northbridge Analytics.
Hello, Invoice INV-1042 for $4,250.00 was due on Sep 11, 2026 and is now 35 days past due. This is our last automated reminder; after it, a member of our team will contact you directly about the balance.
Aquí la IA añade un párrafo breve sobre la cuenta de este cliente — un pago parcial, recordatorios anteriores, una promesa de pago — cuando hay historial que mencionar. Nunca contiene cifras, fechas ni enlaces.
How to pay Pay online with the secure link from your invoice: https://pay.example.com/invoice/INV-1042 Your payment goes directly to Northbridge Analytics; no third party receives or handles it. Please arrange payment or reply to this email so we can sort it out together. Kind regards, Northbridge Analytics This is a courtesy billing reminder sent by Northbridge Analytics about the invoice referenced in this message, which you hold directly with us. We are the original creditor for this invoice; this is not a communication from a third-party debt collector, and nothing in this message is intended as any kind of threat. If you have already paid, or if you believe the invoice or amount is incorrect or in dispute, reply to this email or contact billing@northbridge.example and we will pause reminders on this account while we review it with you. If the timing is simply difficult, let us know and we will work out an arrangement. ref: ar-quickbooks-INV-1042 This email was drafted with AI assistance on behalf of Northbridge Analytics.
Marcadores
{invoice_number}— el número de factura{amount}— el saldo pendiente, con su moneda{due_date}— la fecha de vencimiento{days_overdue}— cuántos días de retraso{creditor_name}— el nombre de su empresa{billing_contact}— su contacto de facturación{context_paragraph}— dónde va el párrafo de IA (solo modo plantilla + IA){payment_instructions}— cómo pagar
Calendario de recordatorios Estándar
Cuándo se redacta cada recordatorio: un aviso antes del vencimiento y luego la escalera de mora en días tras el vencimiento. Las cartas a un mismo cliente siempre se separan al menos 7 días.
Intereses de demora Desactivado
Muestra los intereses de demora que acumulan sus propias condiciones de pago sobre las facturas vencidas y los indica en los recordatorios de facturas vencidas. El importe a pagar nunca cambia y no se escribe nada en su contabilidad.
Cómo paga el cliente
Nunca cobramos pagos. Cada carta lleva la forma de pago que tu contabilidad tiene para esa factura —su enlace de pago o tus datos bancarios— y el dinero te llega directamente. Sin forma de pago → la carta se retiene, no se envía. El importe adeudado se verifica contra los pagos reales (nunca inflado).
El enlace de pago se configura en el paso 3, «Cómo le paga el cliente». Ir al paso 3 → · Formas de pago →
Cartas a deudores
Cómo se agrupan los recordatorios y quién recibe copia: una carta por cliente, copias a un segundo contacto o al responsable de la cuenta y un extracto mensual.
Vista previa: un cliente con tres facturas vencidas
Hello, We are following up on the invoices below, which are past due. Could you let us know when we can expect payment, or reply if anything is holding it up?
Aquí la IA añade un párrafo breve sobre la cuenta de este cliente — un pago parcial, recordatorios anteriores, una promesa de pago — cuando hay historial que mencionar. Nunca contiene cifras, fechas ni enlaces.
Overdue invoices - INV-1042 · issued Aug 12, 2026 · due Sep 11, 2026 · 35 days overdue · $4,250.00 Pay this invoice online: https://pay.example.com/invoice/INV-1042 - INV-1057 · issued Aug 26, 2026 · due Sep 25, 2026 · 21 days overdue · $1,180.00 Pay this invoice online: https://pay.example.com/invoice/INV-1057 - INV-1063 · issued Sep 07, 2026 · due Oct 07, 2026 · 9 days overdue · $615.50 Total overdue in USD: $6,045.50 How to pay Pay online on the Northbridge Analytics payment page: https://pay.example.com/your-company Your payment goes directly to Northbridge Analytics; no third party receives or handles it. Your full statement of account, and a place to tell us about a payment, a dispute or a payment date: https://ataski.com/pay/ar/sample Thank you for taking care of this. Kind regards, Northbridge Analytics This is a courtesy billing reminder sent by Northbridge Analytics about the invoice referenced in this message, which you hold directly with us. We are the original creditor for this invoice; this is not a communication from a third-party debt collector, and nothing in this message is intended as any kind of threat. If you have already paid, or if you believe the invoice or amount is incorrect or in dispute, reply to this email or contact billing@northbridge.example and we will pause reminders on this account while we review it with you. If the timing is simply difficult, let us know and we will work out an arrangement. ref: ar-quickbooks-INV-1042 This email was drafted with AI assistance on behalf of Northbridge Analytics.
Cómo trabaja el rol Modo seguro: activado
Escribimos solo tras su aprobación. No hay ningún umbral aparte para la revisión manual. Escribimos cualquier día de la semana. Tras tu aprobación, los recordatorios salen a los 0, 15 y 45 días, ajustados al día de pago habitual de cada cliente. Las cartas se escriben en English, con un tono profesional y neutro.
El envío automático se gana por cliente: tras 3 cartas enviadas a mano a ese cliente, puedes pasarlo a automático en su página (el modo seguro debe estar desactivado).
cambiarcontraer
Qué se comprueba exactamente antes de enviar · 10 comprobaciones se ejecutan antes de cada envío: aquí están todas. La mayoría nunca fueron tarea suya.
- Primera parte: usted reclama su propia deuda
- La razón social del acreedor coincide con la que usted indicó
- Pidió que no escribiéramos: la dirección está en la lista de exclusión
- Tipo de deudor: solo escribimos a empresas
- Frecuencia: no más a menudo de lo permitido por deudor
- La factura ya fue pagada, abonada o disputada
- Frescura de los datos: el libro se leyó hace poco
- Enlace de pago: solo dominios de confianza
- Límite mensual de envíos de su plan
- Duplicado: la misma carta no sale dos veces
Informe de actividad
Un correo con el resumen de lo que hizo este rol, enviado a los administradores del espacio. Activado por defecto al final de cada mes de suscripción; elige otra frecuencia o desactívalo.
Plan Gestionar
Plan, facturas y método de pago