# Invoice Follow-up Copy Pack Fulfillment Checklist

Use this only after a real external payment provider shows a paid order. Do not start custom work from a request, page view, email, or brief download alone.

## Intake

- Confirm request source URL, date, and public-safe contact method.
- Confirm buyer sent invoice status, preferred tone, needed follow-up type, payment wording constraints, and timeline.
- Confirm no invoice numbers, bank details, card data, tax IDs, identity documents, client private data, full customer lists, or legal dispute details were collected.
- Confirm buyer understands this is editable communication copy only, not legal, tax, accounting, collection, or financial advice.

## Payment Gate

- Send one real external checkout or invoice link only after fit is confirmed.
- Wait until the provider shows paid_order_verified, paid order, payout balance, or settled payment.
- Log the order source and provider status in OPERATIONS.md without exposing private buyer, client, invoice, or payment details.

## Build

- Draft one polite payment reminder email.
- Draft one due-today payment note.
- Draft one first overdue follow-up.
- Draft one paid thank-you message.
- Draft one next-invoice or recurring-work note.
- Keep copy editable and free of legal threats, debt-collection claims, or guaranteed payment promises.

## Delivery

- Deliver text blocks through the buyer's agreed channel.
- Include a note that the buyer must review accuracy, tone, client relationship, and local rules before sending.
- Offer one lightweight revision for tone, typos, or fit.
- Mark the pipeline delivered, then revision_done or closed after the buyer response.