Recurring Invoice and Standing Order Audit
Check that recurring charges are still correct and wanted.
The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.
[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.
Audit recurring invoices. List of recurring invoices with amount, frequency, start date and customer code: [RECURRING_LIST]. Contracts or agreements in force: [CONTRACT_SUMMARY]. Check for invoices that continue after a contract ended, amounts not updated after a price change, wrong frequency, and customers who have not been reviewed for over a year. Calculate the monthly value of each problem. Return an exceptions table, a review calendar, and a customer message template under 80 words for confirming details. Correct any overcharge promptly and tell the customer. Contract and consumer rules are [VERIFY]. Add a worked check: a recurring invoice of 80 a month continued for two months after the contract ended, so the overcharge is 160. Another has not been updated after a price rise from 100 to 110 for six months, so the undercharge is 60. Provide a table of these examples, with the action for each: refund and apologise, or adjust going forward and decide whether to bill the difference. Remind me to tell customers honestly and promptly.
Fill in before use
Optional: type your details and the prompt above updates. Nothing is saved or sent.
Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.