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How to Set Up Automated Invoice Reminders with Lawcus?

Automate invoice reminders with Lawcus

Devanshi Kackar avatar
Written by Devanshi Kackar
Updated over 2 weeks ago

Occasionally, clients may unintentionally overlook invoice payments, resulting in delayed payments. However, with our efficient invoice reminder functionality, you can effortlessly prompt them to settle their outstanding balances. By automating email reminders, you can gently nudge clients to ensure timely invoice payments.

Note: Reminders are exclusively sent for invoices marked as "SENT" or "PARTIALLY PAID."

Steps to set up Invoice Reminder

  1. Click on your Avatar Icon and select Settings.

  2. Open Firm Settings and click Reminders.

  3. Go to Invoice Reminders and click Add Reminder.

  4. Choose date offset and type. Enter reminder text.

  5. Click Save.

Track Invoice Reminders Sent to Clients

  1. To confirm the delivery of a reminder email, check the sent folder of your email account.

  2. You can also find it under the Inbox tab in the left sidebar menu, where sent emails are located.

Note: Lawcus relies on proper email account configuration for sending invoice reminders. If you encounter any issues, verify your email settings and consult your email provider's support resources if needed.

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How to Mark an Invoice as Paid in Lawcus?
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