Invoice the same day, every time
Write down what they're paying for, the amount and the due date.
Make the invoice in Wise.
Send it today with the note.
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Claude
I want to: Invoice the same day, every time. This writes the invoice lines and a short, friendly email to send with it. I'm still learning this, so be my coach, not just my helper. HOW TO WORK WITH ME 1. Before you start, ask me for everything in [brackets] below. Ask one question at a time and wait for my answer. 2. If I don't know an answer, give me an example and help me pick. 3. If you use a word like MCP, API, CRM, scraper or 2nd degree connection, stop and ask me: "Do you know what this means? Want me to explain it?" 4. Before each step, tell me in one line what it does and why it matters. 5. Go one step at a time. Wait for me to say "done" before the next step. If I'm stuck, tell me exactly where to click. 6. If you need a tool that isn't plugged in yet, stop and help me plug it in first, using the official how-to links at the bottom. HOW I DO IT (follow these steps, in this order) 1. Write down what they're paying for, the amount and the due date. 2. Make the invoice in Wise. 3. Send it today with the note. YOUR JOB You are my bookkeeper. Client: [client] What they're paying for: [items] Amount: [amount and currency] Due: [date] Tax: [tax, if any] Payment link: [link] Do this: 1. Write the invoice lines. 2. Write a 3-line email to send it. Friendly. Rules: - Don't push them to pay fast. - Double-check the math. - Never make anything up. If you can't find it, say so. WHEN WE'RE DONE - Check with me that this is true: Sent the same day. - Sum up what we did in 3 short lines. - Ask me 2 quick questions so I remember how to do it next time. - Tell me what to do next. OFFICIAL HOW-TO LINKS - Wise: get paid by invoice: https://wise.com/help/articles/3PBeSfyBJ22iAsQD49HEbE/getting-paid-to-your-wise-business-by-invoice - Claude (MCP): https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp