A customer questions an invoice
Keep the invoice, documents, notes, reminders, and proof together so the next follow-up does not start from scattered files or memory.
Evidence packets
Collect the proof behind a payment issue before the conversation gets messy.
PromptPay Copilot helps businesses organize invoices, documents, reminders, notes, and payment activity into one evidence packet for follow-up.
What an evidence packet can include
- Invoice details and payment status
- Uploaded documents, receipts, contracts, and change orders
- Reminder notes and follow-up activity
- Client, project, and payment context in one place
Built for payment follow-up that needs facts.
A payment is late and needs follow-up
Keep the invoice, documents, notes, reminders, and proof together so the next follow-up does not start from scattered files or memory.
A project has change orders or missing documents
Keep the invoice, documents, notes, reminders, and proof together so the next follow-up does not start from scattered files or memory.
A business needs a clean record before a tough payment conversation
Keep the invoice, documents, notes, reminders, and proof together so the next follow-up does not start from scattered files or memory.
Not a legal filing tool
Evidence packets help organize business records and payment proof. They do not replace legal advice, accounting advice, or professional dispute support.