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RefClientTitleStatusDateValue

Reid Engineering

Q2 retainerDraft—$3,500 INV-2026-114

Reid Engineering

Annual service contract · depositPaidPaid 12 Apr$7,100 INV-2026-113

Pike & Partners

Brand refresh · balanceSentDue 21 May$9,200 INV-2026-112

Pike & Partners

Brand refresh · depositPaidPaid Mar 2026$9,200 INV-2026-111

Atwood Holdings

Strategic review · balanceOverdueDue 5 May · 7d late$8,200 INV-2026-110

Atwood Holdings

Strategic review · depositPaidPaid 1 May$8,200 INV-2026-109

Audit retainer · depositPaidPaid 11 May$3,375 INV-2026-108

Imogen Falconer

Falconer Estate

Implementation projectPartialDue 18 May · 50% paid$19,200 INV-2026-107

Henry Northwood

Northwood Partners

Q1 advisoryPaidPaid Feb 2026$4,200 INV-2026-106

Discovery workVoidVoided 28 Apr$4,200 INV-2026-105

Vance Industries

Pilot programmeOverdueDue 20 Apr · 22d late$8,400

Atlas

Scoped to your view · Admin

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You · 08:42

What's important today?

Atlas · 08:42

Three things stood out when I looked across your week.

You have three overdue invoices totalling about $20,800. The biggest is Atwood Holdings · INV-2026-111 at $8,200, seven days late.

Two of your sent quotes have been opened but not accepted in over five days — Anna Vance · Q3 engagement and Imogen Falconer · Implementation. Worth a nudge.

And Charlotte Pike hasn't replied to your Friday email. The board review she mentioned was scheduled for today, so it's possible they're still deliberating.

You · 08:45

What might a chase to Charlotte look like?

Atlas · 08:45

Reading her last few replies, she responds well to a soft, no-pressure tone. Something like:

Hi Charlotte,

Thank-you for the note on Friday — totally understand the board needs a Friday review. Just checking in to see if anything came up from that side that you'd like me to address before we lock in the next steps.

Happy to hop on a quick call if easier.

Best, Marcus

Nothing's been sent — copy from above or rewrite from scratch in the inbox when you're ready.

You · 08:48

What's Atwood's payment history like?

Atlas · 08:48

They've been a customer since May 2024. Across their last six invoices, only two were paid on time. The average is about 12 days past due.

Their largest paid invoice was $24,000 in May 2024, and they have $8,200 currently outstanding on INV-2026-111.

Tone of their replies is always polite, usually citing board sign-off delays. They settle eventually — not a default risk, just a slow payer.

You · 08:51

What's the status of INV-2026-111?

Atlas · 08:51

INV-2026-111 is for the Strategic review balance, $8,200. It was issued on 5 May, and Eleanor owns it.

Status is overdue by seven days. An automated reminder went out three days ago and there's been no reply since. It's linked to Q-2026-092, which was accepted.

Last touched by the system, not a person. Might be worth a personal follow-up.

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