You can now send reminders of outstanding retainer or fund requests directly to your clients. Clients will receive a reminder email that directs them back to the request for funds within their portal to pay.
To send a reminder, you will need to first send a Request for Funds to your client. Once you are ready to send a reminder, navigate to the contact's details page. Under "Billing", you will see the Requested Funds section with a list of all sent requests.
Under the Requested Funds view, you will see a bell icon on the right hand side which allows you to send a reminder.
Once you click on the bell icon, you can see how many reminders have been sent, the date the last reminder was sent on and when your client viewed the request within their Client Portal.
Once you select the client you wish to send a reminder to (Note: you can only send reminders to clients who have previously been sent a Request for Funds), they will get an email from your firm indicating they still have an outstanding balance.
Clicking the "Deposit Funds" button will prompt the client to either pay by credit card or log into their portal to pay by eCheck. Once a selection is made, the user will automatically be directed to the Request for Funds and if you have payments enabled, they will be able to pay online.
After a reminder has been sent, you can send another reminder at your discretion.