Overdue Invoice Reminders

CosmoLex makes it easy to send reminders to clients when their invoices are overdue for payment. There are several areas from which you can send Invoice Reminders:

• From A Specific Matter
• From the (Main) Matters Screen
• From Activities

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From a Specific Matter

To send an invoice reminder from a specific matter:

1. From the left navigation panel, click Matter.
2. On the Matters screen, double-click the matter or single-click it, then click Details.
3. From the Matter left navigation, click Billing.
4. From the tabs atop the Billing screen, click Invoice. 
5. From the toolbar, click Send > Invoice Reminder(s).
6. On the Invoice Reminder(s) screen, in the Settings section, you can overwrite any field. 

Reminder Letter Date	The date you want the invoice reminder to be emailed. Use the drop-down to change the date.
Payment To Be Received By Date	This due date will display on the invoice. Use the drop-down to change the date.
Invoice Overdue since	The minimum number of days overdue for which you want to retrieve results. You can enter any value greater than or equal to 1.
Only Balance Amounts higher than	The minimum overdue balance for which you want to retrieve results. You can enter any dollar amount.

7. In the Send Invoices By section, select whether you would like to send invoices by Email, Text Message, Both, or Print.
8. Click Show/Update Invoices.
   The listing refreshes based on your settings.
9. In the middle of the screen, check the boxes to the left of each invoice for which you want to send a reminder.
10. In the lower right corner, click Next.
11. On the Invoice Reminder(s) screen:
    • For Emails: Edit the reminder email text and formatting, as needed. You can also change the email template settings at the firm level.
    • For SMS: You can edit the Editable message body, if needed. Do not edit the bracketed field [#LINK_TO_INVOICE_REMINDER#].
12. Click Send.
    The system populates the bracketed fields with your matter’s information. An Invoice Reminder message displays: Invoice Reminder has been queued for processing.
13. Click OK.
    The reminder will be sent on the designated date with the invoices attached.

From the (Main) Matters Screen

To send an invoice reminder from Matters:

1. From the left navigation panel, click Matters.
2. From the toolbar atop the Matters screen, click Action > Invoice Reminder(s).
3. On the Invoice Reminder(s) screen, in the Settings section, you can overwrite any field. 

Reminder Letter Date	The date you want the invoice reminder to be emailed. Use the drop-down to change the date.
Payment To Be Received By Date	This due date will display on the invoice. Use the drop-down to change the date.
Invoice Overdue since	The minimum number of days overdue for which you want to retrieve results. You can enter any value greater than or equal to 1.
Only Balance Amounts higher than	The minimum overdue balance for which you want to retrieve results. You can enter any dollar amount.

4. In the Send Invoices By section, select whether you would like to send invoices by Email, Text Message, Both, or Print.
5. Click Show/Update Invoices.
   The listing refreshes based on your settings.
6. In the middle of the screen, check the boxes to the left of each invoice for which you want to send a reminder.
7. In the lower right corner, click Next.
8. On the Invoice Reminder(s) screen:
   • For Emails: Edit the reminder email text and formatting, as needed. You can also change the email template settings at the firm level.
   • For SMS: You can edit the Editable message body, if needed. Do not edit the bracketed field [#LINK_TO_INVOICE_REMINDER#].
9. Click Send.
   The system populates the bracketed fields with your matter’s information. An Invoice Reminder message displays: Invoice Reminder has been queued for processing.
10. Click OK.
    The reminder will be sent on the designated date with the invoices attached. 

From Activities

To send an invoice reminder from Activities: