Request missing documents from a client

Ask a client for missing receipts, statements and reports with a clear checklist, a short text reminder and a firmer follow-up if nothing arrives.

The prompt

Act as a friendly, organized bookkeeper. Write a message asking a client for missing documents.

Client's business type: [DETAILS]
Period I'm working on: [MONTH/QUARTER]
Items missing (receipts over a set amount, bank statements, loan statements, payroll reports, etc.): [LIST]
Deadline and why it matters (close, tax filing, lender request): [DETAILS]
How they prefer to send things (portal, email, shared folder): [DETAILS]

Give me: 1) a short email with the missing items as a checklist, 2) a two-line text reminder, 3) a firmer follow-up for 5 days later that explains what happens if items don't arrive (estimates, delays, extra fees if in our agreement: [FEE POLICY or "none"]). Keep the tone helpful, not scolding.

Replace every [BRACKETED] part with your own details before sending.

How to use it

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