WorkflowPatchInvoice reminder safety proof.
A redacted or synthetic accounts-receivable proof that checks payment state, customer replies, reminder history, and required fields before a reminder draft exists. Safe rows become an approval queue; paid, replied, not-due, duplicate-stage, and malformed rows are blocked visibly. No client data, bank access, accounting credentials, or live customer emails are used.
Reminder Ledger CSV
Send Review Queue CSV
Dispute Review CSV
Blocked Send CSV
Error Log CSV
Invoices CSV
Runbook
Source Script
Input
Sample invoice rows, payment events, customer replies, and a three-stage reminder policy.
Accepted
Two rows become reminder drafts, both approval-gated and backed by payment/reply evidence.
Blocked
Paid, replied, not-due, missing-email, and duplicate-invoice paths stay out of customer email.
| Invoice | Status | Issue | Evidence | Reviewer Action |
|---|---|---|---|---|
| INV-1001 | draft ready | stage 2 reminder is due | 9 days overdue; no payment or reply event found. | Approve or edit the reminder draft before sending. |
| INV-1002 | blocked | already paid | Payment total covers the invoice amount. | Do not remind; reconcile and close. |
| INV-1003 | review hold | customer dispute reply | Reply says the booth count is wrong. | Pause automation and ask the owner to review. |
| INV-1008 | draft ready | partial payment found | 400 of 900 paid; remaining balance needs review. | Check remaining balance before approving copy. |