Settings
Four steps and the role is working; 2 are done. Now: step 2 — which mailbox we write from.
1 · Where invoices and payments come from
2 sources workingWe read open invoices and the payments against them. Before every letter we check the invoice again — a paid one never gets a reminder.
36 open invoices · payments too · re-read before each letter
Working · Oct 05, 2026payment signal only — we see who has already paid
Working · Oct 05, 2026Change key
Optional. Stripe payments are matched to invoices as soon as Stripe captures them — before your books record them — so a customer who just paid is never chased. Paste a read-only restricted key (rk_…); it is encrypted at rest and never shown again. One key serves the whole workspace.
In the sample nothing connects — start free and connect your own books.
Connect another sourceEach system's own sign-in, the Stripe key, and a bank statement for payments the books do not show.
invoices + payments · multi-entity
Works — we are verifying it on our first customers' books. Tell us if anything looks off.
Which permissions it needs
NetSuite — the integration role also needs: Transactions → «Invoice» (View); Transactions → «Customer Payment» (View); Lists → «Customers» (View); Lists → «Currency» (View); Lists → «Subsidiaries» (View).
invoices + payments · multi-entity
Works — we are verifying it on our first customers' books. Tell us if anything looks off.
Which permissions it needs
Sage Intacct — the web services user also needs: Accounts Receivable → «Invoices» (List, View); Accounts Receivable → «Received payments» (List, View); Accounts Receivable → «Customers» (List, View); Company → «Contacts» (List, View).
invoices at the balance Business Central states
Works — we are verifying it on our first customers' books. Tell us if anything looks off.
Which permissions it needs
Business Central — the signed-in user must be able to open: «Posted Sales Invoices» (open invoices and balances); «Customers» (billing email); «Posted Sales Credit Memos» (unapplied credit); «Cash Receipt Journals» (payments not yet posted). Business Central's API reports no posted payments per invoice, so each invoice is read at exactly the balance Business Central states; a payment still waiting in a cash receipt journal holds that customer's reminder until it is posted.
invoices at the balance Zoho Books states · pay link
Works — we are verifying it on our first customers' books. Tell us if anything looks off.
Connectpayments from a statement file, matched by amount and invoice number
Upload and review
Payments your accounting system doesn't show yet? Upload your bank-export CSV. Rows with an exact amount + invoice-number reference are applied immediately; everything else becomes a suggested match for you to approve — nothing else is applied automatically.
Without the payments permission we still read every open invoice at exactly the amount your system says is owed — only the payment history is missing. A customer with no email on file is never chased; the worklist says why.
2 · Which mailbox we write from
Mailbox not connectedLetters go out in your name; replies come to you and to us, in the Replies tab.
Reminders go out from your own address. No password is ever entered into Ataski — only sign-in with Google or Microsoft.
Another mailbox over SMTP
Reminders are sent from your own mailbox. Sign-in asks only for permission to send; you can revoke it in your Google or Microsoft account at any time.
3 · How the customer pays you
A way to pay is setMoney goes straight to you — we never take payments. Choose one or more ways; the letter carries the first one available.
Xero, QuickBooks and Zoho add the link themselves when you have Stripe / GoCardless / PayPal connected there. We simply put it in.
For example a Stripe Payment Link or PayPal.me — for invoices without their own button.
Your bank details; the payment reference is the invoice number.
4 · What the letter looks like
template + 1 AI paragraph · EnglishCode inserts the figures from your books — AI never touches them. Switch the ladder step to see each letter.
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.
AI paragraphcourteous, from this customer's history — written at send timeHow 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
Fixed text at the end of every letter (disclosure, reply reference)
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.
AI paragraphcourteous, from this customer's history — written at send timeHow 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
Fixed text at the end of every letter (disclosure, reply reference)
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?
AI paragraphcourteous, from this customer's history — written at send timeHow 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
Fixed text at the end of every letter (disclosure, reply reference)
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.
AI paragraphcourteous, from this customer's history — written at send timeHow 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
Fixed text at the end of every letter (disclosure, reply reference)
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.
Every letter names your legal entity as the creditor and carries your contact; the two confirmations let it go out.
Only business debtors are ever chased. To mark one customer as a business or a private person, open it from the Today worklist.
Moreschedule, default payment terms, late fees, copies and statements, segments, team, notifications, reports
Letters Template + one AI paragraph (recommended)
Every reminder is built from the template for its stage. The amount, invoice number, due date, days overdue and the payment link are filled in from the invoice. AI never writes them.
Templates are kept per letter language. You are editing the English templates.
Added to every letter automatically and not editable: the greeting, the sign-off with your company name, the first-party notice, the reply reference and the AI-assistance sentence.
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.
Here the AI adds one short paragraph about this customer's account — a partial payment, earlier reminders, a promise to pay — when there is history to mention. It never contains figures, dates or links.
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.
Here the AI adds one short paragraph about this customer's account — a partial payment, earlier reminders, a promise to pay — when there is history to mention. It never contains figures, dates or links.
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.
Here the AI adds one short paragraph about this customer's account — a partial payment, earlier reminders, a promise to pay — when there is history to mention. It never contains figures, dates or links.
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?
Here the AI adds one short paragraph about this customer's account — a partial payment, earlier reminders, a promise to pay — when there is history to mention. It never contains figures, dates or links.
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.
Here the AI adds one short paragraph about this customer's account — a partial payment, earlier reminders, a promise to pay — when there is history to mention. It never contains figures, dates or links.
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.
Placeholders
{invoice_number}— the invoice number{amount}— the open balance, with its currency{due_date}— the due date{days_overdue}— how many days overdue{creditor_name}— your company name{billing_contact}— your billing contact{context_paragraph}— where the AI paragraph goes (template + AI mode only){payment_instructions}— how to pay
Reminder schedule Standard
When each reminder is drafted: a heads-up before the due date, then the overdue ladder in days past due. Letters to one customer are always at least 7 days apart.
Late fees Off
Show the late fee your own payment terms accrue on overdue invoices, and state it in overdue reminders. The pay-now amount never changes, and nothing is written to your accounting system.
How the customer pays
We never take payments. Each letter carries the way to pay that your books hold for that invoice — its pay link or your bank details — and the money goes straight to you. No way to pay → the letter is held, not sent. The amount owed is checked against actual payments (never inflated).
The payment link itself is set in step 3, “How the customer pays you”. Go to step 3 → · Payment options →
Letters to debtors
How reminders are grouped and who gets a copy: one letter per customer, copies to a second contact or the account owner, and a monthly statement.
Preview: a customer with three overdue invoices
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?
Here the AI adds one short paragraph about this customer's account — a partial payment, earlier reminders, a promise to pay — when there is history to mention. It never contains figures, dates or links.
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.
How the role works Safe mode: on
We write only after your approval. There is no separate threshold for manual review. We write on any day of the week. After your approval, reminders go out 0, 15 and 45 days later, timed to each customer's usual payment day. Letters are written in English, in a businesslike, neutral tone.
Automatic sending is earned per customer: after 3 letters you sent to that customer by hand, you may switch them to automatic on their page (Safe mode must be off).
changecollapse
What exactly is checked before a send · 10 checks run before every send — here they all are. Most of them were never yours to do.
- First party — you are collecting your own debt
- The creditor's legal name matches the one you set
- Asked us to stop — the address is on your stop list
- Debtor type — we write to businesses only
- Frequency — no more often than allowed per debtor
- The invoice was already paid, credited or disputed
- Data freshness — the book was read recently enough
- Payment link — trusted domains only
- Monthly send limit of your plan
- Duplicate — the same letter never goes out twice
Activity report
An email summary of what this role got done, sent to your workspace admins. On by default at the end of each subscription month — pick a different schedule or turn it off.
Plan Manage
Tier, invoices and payment method