Invoicing is the definition of necessary busywork — important, repetitive, and easy to put off. A minion can take the whole loop off your plate: drafting invoices, emailing them to customers, and chasing payment, all in plain conversation. Here's how to set it up.
1
Give your minion your invoice details
Tell it the basics once: your business name and address, payment terms, bank/PayNow details, GST status, and your invoice number format. Attach a past invoice as a template so the layout matches your brand.
2
Ask in plain words
Just say what you need:
Send my customer [email protected] an invoice for SGD 999 now. Your minion drafts the invoice, fills in the details, and prepares the email — no template wrangling on your end.3
Approve before it sends (at first)
While you're building trust, ask it to
show me the invoice before sending. Check the amount, recipient and terms, then tell it to go ahead. Once you're confident, let it send directly.4
Let it chase payment
Hand off the awkward part too:
If this isn't paid in 7 days, send a polite reminder, and again at 14 days. Your minion tracks it and follows up on schedule, in your tone — so good invoices don't slip.5
Keep a record
Ask your minion to keep a running list of what it has invoiced and what's outstanding:
Give me a summary of unpaid invoices every Monday. You get a clear picture of your receivables without touching a spreadsheet.Heads-up: your minion drafts and sends from its own email address and follows the rules you set — it won't send anything you've asked it to hold for approval. For more money-admin you can hand off, see AI agents for bookkeeping & finance ops.
New to briefing agents? Start with how to brief your minion.