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Automated Invoice Reminders
Written by Crystal Lindsey
Updated over a week ago

Automated Invoice Reminders

You can set up automated invoice reminders for new invoices with little or no work! By default, Automated Invoice Reminders will be turned on for newly created invoices. You can turn this option on or off on a per invoice basis when creating individual invoices, or in the "Edit" invoice option. In order for an automated reminder to be sent, the following must be true:

  • An invoice must be shared via email or through the portal

  • A due date has been set on the invoice

  • A balance is due at the time of the invoice interval.

By default, we have set the automated invoice reminder intervals to 7 days before the due date, on the due date, and 7 days after the due date. However, these intervals can be customized.

Note: Automated reminder emails are sent at 4am and text messages are sent at 8am. 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​.

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NOTE: Automated Invoice Reminders will only default to "on" for individual invoice creation at this time.

Custom Invoice Automated Reminder Intervals

Firm users with admin billing settings access have the option to setup the Automated Reminder schedule on customized intervals. You can set up to 5 reminders, and you can have these reminders sent out either before, on the due date, or after the due date. Navigate to the Client Billing & Invoice Settings. Admin Users can also find a link to this page on the Create and Edit Individual Invoice page, which will open the settings option in a separate tab.

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Once automated reminders are turned on for an invoice, you can see when the next one will be sent by viewing the "Remind" option on the Invoice Details page.

The reminder sent will look exactly the same as existing manual reminders. You can always send manual reminders, even if the automated invoice reminder feature is turned on.

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