Overview
Setting Up Automated Reminders
Enabling Automated Reminders for Invoices
How to View Sent Auto Reminders
What will my client see when they get an automated reminder?
Overview
Automated reminders will save you time and resources by automating your invoice payment reminders for your clients. The reminders are completely customizable for your firm, and you can send them via email or text.
Note: Automated reminder emails are sent at 4 a.m., and text messages are sent at 8 a.m. The time zone is based on who created the invoice. You can customize your timezone in settings; the default timezone is PST unless updated in settings.
Setting Up Automated Reminders
Go to Settings
Select Client Billing
The Billing and Invoice Preferences section is where you add information to set up Automated Reminders
Select the drop-down to share how your client receives reminders by email or text
Select how many days before or after the due date you would like reminders sent
Select if you would like the reminder sent on, before or after the due date
Add additional Reminders
Change additional fields if needed
Select Save Preferences
Enabling Automated Reminders for Invoices
Save time and resources by automating payment reminders for customers.
When you create an invoice, you will see the option to send an Automated Reminder. Select the toggle to activate.
When a due date is entered and a balance is due, the contact on the invoice will be sent text or email reminders based on your firm settings.
Important Notes:
Only the contact on the invoice will get the reminder (not all contacts linked to the case)
The gray box that appears when you hover over the question mark icon will adjust depending on what is in your firm settings
We set up your firm with some default reminders but these can be customized in Settings > Client Billing
How to View Sent Auto Reminders
Go to the Billing Tab
Select Invoices & click on a specific invoice
Review Reminder Activity in the Invoice History section
What will my client see when they get an automated reminder?
Emails
The client receives an email like the screenshot below. The email will adjust based on whether it is before, on or after the due date. The invoice is attached to the email, and the user can click the pay invoice button to be directed to the pay invoice page.
Text Messages
Below is a screenshot of what the automated reminder will look like if you choose to send it via text message. The client can click on the link to pay the invoice.