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Invoice Reminders
Invoice Reminders
MyCase allows you the ability to send Invoice reminders directly to your clients.
Ben Q avatar
Written by Ben Q
Updated over a week ago

MyCase allows you the ability to send Invoice reminders directly to your clients.

Clients will receive a reminder email that directs them back to the invoice within their portal to pay.

To send an invoice reminder, you will need to first share the invoice with a client through their MyCase Client Portal. Once shared, you have a couple different areas to send over a reminder.

  • Navigate to the Remind tab on the invoice details page.

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  • Under the Invoice List View, you will see a bell icon on the right hand side which allows you to send a reminder. You will also see the date that the invoice was last viewed by your client.

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Then, select the box next to the client you wish to send a reminder to. (Note: you can only send reminders to clients who have previously been shared on the invoice).

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Your client will get an email from your firm indicating they still have an outstanding invoice balance. The subject line will reference whether the invoice is due soon or past due, and content of the email will include the invoice due date. If the due date has not been set on an invoice, the subject and content will tell the client they have an invoice available to be viewed.

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Clicking the "View invoice" button will prompt the client to log into their portal, or activate their portal if they have yet to do so. Once logged in, the user will automatically be directed to the invoice details 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. The "history" section at the top of the invoice will show all information about the reminders you have sent for that invoice; including the total number of reminders and last date one was sent.

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Automated Invoice Reminders

Invoices now have Automated Invoice Reminder capabilities. These reminders will be sent based on a default schedule, which master firm users can change in your firm's Billing settings. You can manually turn on automated reminders on older invoices by editing them. Make sure Invoices have a due date, and are shared via the client portal in order for automated reminders to be sent. Learn more about Automated Invoice Reminders.

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