Instructions

Follow this prompt format:

Create a payment for invoice on amount customer id [email ] [phone ] payment date method reference [] [notes ] reconcile

Keywords (use exactly as shown): Create, payment, invoice, on, amount, customer, id, email, phone, payment, date, method, reference, check, bank, card, expiry, cvv, account, routing, notes, reconcile

Method Details:

• check: check bank
• credit-card: card expiry cvv
• bank-transfer: account routing
• cash, online: No additional details

Values:

• invoice_number: e.g., INV-001
• invoice_date: YYYY-MM-DD (e.g., 2025-04-24)
• invoice_amount: e.g., 1000.00
• customer_name: e.g., Acme Corp
• customer_id: e.g., CUST123
• customer_email: e.g., contact@acmecorp.com
• customer_phone: e.g., +1-555-123-4567
• payment_amount: e.g., 800.00
• payment_date: YYYY-MM-DD (e.g., 2025-04-25)
• payment_method: cash, check, credit-card, bank-transfer, online
• reference_number: e.g., REF123
• check_number: e.g., CHK789
• bank_name: e.g., Bank of America
• card_number: e.g., 4111111111111111
• expiry_date: YYYY-MM (e.g., 2026-12)
• cvv: e.g., 123
• account_number: e.g., 1234567890
• routing_number: e.g., 021000021
• payment_notes: e.g., Partial payment
• reconciliation: true, false

Examples:

• Create a payment for invoice INV-001 on 2025-04-24 amount 1000.00 customer Acme Corp id CUST123 payment 800.00 date 2025-04-25 method credit-card reference REF123 card 4111111111111111 expiry 2026-12 cvv 123 notes Partial payment reconcile true
• Create a payment for invoice INV-002 on 2025-04-25 amount 500.00 customer Beta LLC id CUST456 email info@betallc.com payment 500.00 date 2025-04-26 method check reference REF456 check CHK789 bank Bank of America reconcile true
• Create a payment for invoice INV-003 on 2025-04-26 amount 2000.00 customer Gamma Inc id CUST789 phone +1-555-987-6543 payment 2000.00 date 2025-04-27 method bank-transfer reference REF789 account 1234567890 routing 021000021 notes Full payment reconcile true

Tips for Writing Prompts:

• Use exact keywords as shown above.
• Specify dates in YYYY-MM-DD format and expiry in YYYY-MM.
• Include method-specific details for check, credit-card, or bank-transfer.
• Ensure amounts are numeric with up to two decimal places.
• Optional fields (email, phone, notes) can be omitted.

Need More Help?

Contact accounts receivable at ar@example.com or refer to the payment processing guide.