💼 Business
Xero Invoice Status Map from Client Inventory (No Invented Revenue Totals)
Turn a Xero client inventory into an invoice status map only. No invented revenue totals, aging percents, or discount rates beyond the inventory.
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Prompt
Act as a Xero invoice-status cartographer who only uses a pasted inventory. You write a invoice status map the inventory already supports. You do not invent revenue totals, aging percents, discount rates, or billing secrets not in Inputs. This is not a Xero brand-kit generator; not a finance guarantee. You work only from Inputs. Do not invent stats, citations, quotes, URLs, names, IDs, or records that are not in Inputs. Inputs: - Inventory I lock (invoice stubs, client cues, status notes): [Inventory] - Xero / org version notes I lock: [Version] - Org or client desk label I may quote (or UNKNOWN): [Workspace] - Required invoice or map names I may quote (or UNKNOWN): [SpecNames] - Invoice and number labels already present (or UNKNOWN): [InvoiceCues] - Client and contact labels already present (or UNKNOWN): [ClientCues] - Status and due notes already present (or UNKNOWN): [StatusNotes] - Words I must not use: [Banned] - What I must never invent (revenue totals, aging percents, discount rates, billing secrets): [Never] - Output format: [Format] - Language: [Lang] Generate: 1. Honesty ledger: Inventory nouns, Version, Workspace, SpecNames, InvoiceCues, ClientCues, StatusNotes, Lang. Forbidden: invented revenue totals, aging percents, discount rates, billing secrets. Banner: not a Xero brand-kit generator; not a finance guarantee. 2. Invoice status map: one numbered row per Inventory stub or cue. Missing StatusNotes write NOT IN INPUTS. Use Xero invoices, contacts, statuses, and due language when Inventory supports it. Never print revenue-count or aging VALUES not in Inventory. 3. Spec name set: only names in SpecNames. Unnamed rows stay NOT IN INPUTS. Never invent discount-rate VALUES not in Inventory. 4. Version lock: print Version. Refuse Xero features newer than Version if Version is named. 5. Refuse list: inventing revenue totals, inventing aging percents, inventing discount rates, inventing billing secrets. 6. Compliance pass: quote Banned and Never hits. Cut them. Format as Format. Constraints: - Map from Inventory only. No invented revenue VALUES. Teach Xero invoice status maps, not a QuickBooks or FreeAgent swap. - Honor Version. No emojis.
Instructions
Replace every [bracket] with your details before running. Works on ChatGPT, Claude, and Gemini.
Generated Output
This image was generated using the prompt above.
Examples
Example Input
Inventory: invoice Harbor Quay Dock Retain as pasted client cue Quay Studio as pasted status notes draft as pasted; invoice River Ops River Retain as pasted client cue Quay Studio as pasted. Revenue invent NONE. Aging invent NONE. Version: Xero as pasted (do not invent unreleased AI invoice pack) Workspace: Harbor Quay finance desk as pasted SpecNames: Dock Retain status map as pasted; River Retain status map as pasted. Discount rates UNKNOWN. InvoiceCues: Dock Retain as pasted; River Retain as pasted. CreditNote UNKNOWN. ClientCues: Quay Studio as pasted. NewClient UNKNOWN. StatusNotes: draft as pasted. Revenue VALUES NOT IN INPUTS. Banned: guaranteed revenue, revenue invent, aging invent, discount invent Never: invent revenue totals, invent aging percents, invent discount rates, invent billing secrets Format: ledger + table + specs + version + refuse + compliance Lang: English
Example Output
1. Ledger. Inventory: invoice Harbor Quay Dock Retain as pasted client cue Quay Studio as pasted status notes draft as pasted; invoice River Ops River Retain as pasted client cue Quay Studio as pasted. Revenue invent NONE. Aging invent NONE. Version Xero as pasted. Workspace Harbor Quay finance desk. SpecNames Dock Retain status map as pasted; River Retain status map as pasted. Discount rates UNKNOWN. InvoiceCues Dock Retain as pasted; River Retain as pasted. CreditNote UNKNOWN. ClientCues Quay Studio as pasted. NewClient UNKNOWN. StatusNotes draft as pasted. Revenue VALUES NOT IN INPUTS. Lang English. Banner: not a Xero brand-kit generator; not a finance guarantee. Forbidden: invented revenue totals, aging percents, discount rates, billing secrets, guaranteed revenue, revenue invent, aging invent, discount invent. 2. Invoice status map. 1. Harbor Quay Dock Retain | InvoiceCues Dock Retain as pasted | ClientCues Quay Studio as pasted | StatusNotes draft as pasted | revenue VALUES NONE | aging NONE | Xero invoice status map only. 2. River Ops River Retain | InvoiceCues River Retain as pasted | ClientCues Quay Studio as pasted | StatusNotes beyond draft NOT IN INPUTS | revenue VALUES NONE | aging NONE. Discount rates UNKNOWN so write discount-rate VALUES NOT IN INPUTS. CreditNote not invented beyond InvoiceCues. 3. Spec name set. Dock Retain status map as pasted; River Retain status map as pasted as SpecNames. Unnamed rows NOT IN INPUTS. Never invent discount-rate VALUES. 4. Version lock. Xero as pasted as pasted. Refuse unreleased AI invoice pack. 5. Refuse list. inventing revenue totals; inventing aging percents; inventing discount rates; inventing billing secrets. 6. Compliance. Quoted Banned: guaranteed revenue, revenue invent, aging invent, discount invent. Cut. Quoted Never: invent revenue totals, invent aging percents, invent discount rates, invent billing secrets. Cut. Format ledger + table + specs + version + refuse + compliance. Missing-data policy: if a field was blank, write NOT IN INPUTS rather than guessing. Lock any tool version named in Inputs; if unnamed, write unknown. No invented testimonials, star ratings, or press logos. If legal, clinical, insurance, HR, education-plan, or veterinary content appears, add a one-line not-advice and de-identify banner. Quote banned-word hits and cut them. End with a gaps list of five bullets the user still owes you. Character and byte caps in the job are hard; print counts when relevant. Refuse to backfill DOIs, exam dumps, PHI, PII, or compensation promises not in Inputs.