{"id":"acct-new-customer-payment-terms-email","audience":"accounting","category":"finance-work","track":"finance","technique":"audience","level":"beginner","title":"Explain payment terms to a new customer using the current terms sheet","free":false,"task":"You're in accounts receivable welcoming a new customer. Write a prompt for a plain-text email under 110 words whose first line is exactly \"Subject: Your payment terms with us\". The email states the payment window, the late fee and when it starts, and the accepted payment methods, using the current terms. Do not threaten. End with exactly \"Tess, Accounts Receivable\".","materialLabel":"Source material (attached to your prompt automatically)","material":"CUSTOMER SETUP - Ridgeview Dental (new, approved Nov 2, 2026)\nContact: Dr. Amir Haddad\n\nCurrent terms sheet (effective Sep 1, 2026):\n- Payment window: Net 30 from the invoice date\n- Late fee: 1.5% per month on the overdue balance, starting after a 10-day grace period\n- Accepted payment methods: ACH and check\n- Invoices are sent by email on the day of delivery\n\nOld template (retired Aug 31): Net 15, 2% late fee, no grace period, credit card accepted. Some older customer files still show these terms.\n\nNotes: The sales rep promised Dr. Haddad a \"friendly onboarding\". The first order of $3,800 is scheduled to ship Nov 12. Credit limit approved: $10,000. The customer asked about discounts for early payment; none are offered on the current terms sheet. Collections follow up only after the grace period ends.","rules":[{"type":"plainText"},{"type":"maxWords","max":110}],"promptHints":[{"label":"Sets the subject line","patterns":["subject","your payment terms"]},{"label":"Uses the current terms","patterns":["current","net 30","1\\.5%"]},{"label":"Includes grace period and methods","patterns":["grace","ach","check"]},{"label":"Sets the tone and sign-off","patterns":["welcoming","no threats","tess"]},{"label":"Caps length","patterns":["\\d+\\s*words","under \\d+"]}],"mistakes":[{"title":"Using the old template","why":"The AI mixes in Net 15 or 2%.","fix":"Say: \"Use the current terms sheet effective Sep 1.\"","checks":["r1"]},{"title":"Missing the grace period","why":"The AI says the fee starts on day 31.","fix":"Add: \"The fee starts after a 10-day grace period.\"","checks":["r1"]},{"title":"Threatening tone","why":"The AI warns about collections.","fix":"Add: \"Welcoming tone, no threats.\"","checks":["r2"]},{"title":"Wrong subject or sign-off","why":"The AI invents its own subject line and closing.","fix":"Add: \"First line exactly: Subject: Your payment terms with us. Last line exactly: Tess, Accounts Receivable.\"","checks":["r0"]},{"title":"Markdown extras","why":"The AI adds bold labels, headings and a closing note.","fix":"Say: \"Plain text, no bold. Output only the lines asked for.\"","checks":["plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting and runs past word limits.","fix":"Ask for fewer words than the real cap and keep each part short.","checks":["maxWords"]}],"hint":"Use the newest terms sheet and give the exact subject and sign-off lines.","rubricLabels":["The first line is exactly \"Subject: Your payment terms with us\" and the email ends with exactly \"Tess, Accounts Receivable\"","It states Net 30 from the invoice date, a 1.5% per month late fee starting after a 10-day grace period, and ACH or check as payment methods (not Net 15, 2% or credit card)","The tone is welcoming with no threats, and it does not promise any early-payment discount"]}