01
Gather the Payment Facts
Put the project fee, deposit, billing contact, payment method, dates, late terms, and approval process in one place.
Made for Freelancers
Check Payment Details Before Work Starts
Also useful for: people in Freelancers
15 min
Beginner
Financial Organization
Get Organized Financially
Starting Something New
Review the client's payment setup, flag gaps, and confirm every term in writing before beginning the project.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Prevent payment delays by checking who pays, how payment works, when money is due, and who approves the invoice before work begins.
Your answers save as you type.
What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
Run the Pre-Start Check
Use the AI review to separate confirmed details from missing or unclear terms and decide whether work should begin.
03
Confirm Before Kickoff
Send the client a short written confirmation and hold the start if a required payment item remains unresolved.
Make Your Play
Check Payment Details Before Work Starts
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
Describe the project, fee, expected start date, and major delivery milestones.
0/10000
List the deposit, remaining balance, due dates, payment method, fees, and late terms already discussed.
0/10000
Enter the billing contact, invoice delivery method, approver, and any vendor or purchase order requirements.
0/10000
List any payment detail that feels missing, uncertain, or different from the proposal.
0/10000
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Gather the Payment Facts
Put the project fee, deposit, billing contact, payment method, dates, late terms, and approval process in one place.
02
Run the Pre-Start Check
Use the AI review to separate confirmed details from missing or unclear terms and decide whether work should begin.
03
Confirm Before Kickoff
Send the client a short written confirmation and hold the start if a required payment item remains unresolved.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
Enter only the details already discussed or written down. If something is unknown, write “not confirmed” instead of guessing. Review every flagged item before sending the message.
Advanced instructions
Add any client-specific vendor forms, purchase order rules, milestone approvals, or international payment fees. Compare the final message with the signed agreement before sending it.
Use this when
A new project is ready to start, but the payment process hasn't been fully confirmed in writing.
You'll need
- Project Details
- Current Payment Terms
- Billing and Approval Process
- Open Questions
You'll get
- Deposit requirement and status confirmed
- Billing contact and invoice route confirmed
- Payment method, due dates, and late terms confirmed
- Invoice approval process confirmed
- Every unresolved item listed for the client
- Start-or-wait decision documented
By the end of this playbook
You will have:
- Deposit requirement and status confirmed
- Billing contact and invoice route confirmed
- Payment method, due dates, and late terms confirmed
- Invoice approval process confirmed
- Every unresolved item listed for the client
- Start-or-wait decision documented
Examples
Progress 1 of 3