Turn invoice mail into a CSV you approve
لمن هذا
A person who already has invoice mail or a sheet of what is unpaid. Recurring subscriptions are the next task, not this one.
النتيجة
A CSV and an amount list for one month, or three reminder drafts that wait for a yes.
الخطوات
- On the personal money desk, install Sterling, then Invoice Hunter. Name the month you want packed.
- If the invoices already live in a sheet, use the chaser use case: client, amount, due date, paid or not, reminders sent.
- Draft the reminder in Gmail. Escalate only on the third pass, and only after you approve the draft.
- Vendor bill chats, such as a redacted ISP PDF, stay a separate pass. You still accept any new price.
التالي
Open personal money ops and install Invoice Hunter for one named month. Do not connect a payment method.
عمليات المال الشخصية