What context would make you trust an invoice follow-up suggestion?

I'm Yasser, a founder of Saldentra. I'm looking for feedback from people who handle client invoices at small service businesses.

Before preparing a follow-up, we want the user to see three things clearly: the invoice's unpaid balance, any payment promise and its date, and any unresolved dispute. A reminder may make sense for one invoice, while another needs the dispute addressed first.

What information would you need on that screen before trusting the suggested next step? Is there context we are missing, or anything you would prefer the software never decide for you?

Saldentra prepares text for the user to review and copy; it does not send messages automatically. Please describe your workflow without sharing client names, invoice amounts or other private details.