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:

Alert

Before emailing overdue invoice reminders from CosmoLex, we recommend reviewing the invoice reminders email template under Setup > Firm Settings > Email Templates > Email Invoice. Learn more about editing email templates

Important

Invoice reminders can only be sent for Active Matters.

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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 Email > Invoice Reminder(s).
  6. On the Invoice Reminder(s) screen, in the Settings section, you can overwrite any field. You can also use the drop-downs to change the Reminder Letter Date and The Payment to Be Received By Date fields.
Reminder Letter Date The date you want the invoice reminder to be emailed.
Payment To Be Received By Date This due date will display on the invoice.
Invoice Overdue since The minimum number of days overdue for which you want to retrieve results. 
Only Balance Amounts higher than The minimum overdue balance for which you want to retrieve results.
  1. In the Invoice Overdue since field, you can enter any value greater than or equal to 1.
  2.  In the Only Balance Amounts higher than field, you can enter any dollar amount.
  3. Click Show/Update Invoices.
    The listing refreshes based on your settings.
  4. In the middle of the screen, check the boxes to the left of each invoice for which you want to send a reminder.
  5. In the lower right corner, click Email.
    The Invoice Reminders screen opens, displaying your invoice reminder template.
  6. Edit the reminder email text and formatting, as needed. You can also change the email template settings at the firm level.
  7. 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.
  8. Click OK.
    The reminder will be sent on the designated date with the invoices attached.
Important

You can find a complete history of sent invoice reminder emails under Activities > Emails > System Emails and Matters > Details > Emails > System Emails.

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. You can also use the drop-downs to change the Reminder Letter Date and The Payment to Be Received By Date fields.
Reminder Letter Date The date you want the invoice reminder to be emailed.
Payment To Be Received By Date This due date will display on the invoice.
Invoice Overdue since The minimum number of days overdue for which you want to retrieve results. 
Only Balance Amounts higher than The minimum overdue balance for which you want to retrieve results.
  1. In the Invoice Overdue since field, you can enter any value greater than or equal to 1.
  2. In the Only Balance Amounts higher than field, you can enter any dollar amount.
  3. Click Show/Update Invoices.
    The listing refreshes based on your settings.
  4. In the middle of the screen, check the boxes to the left of each invoice for which you want to send a reminder.
  5. In the lower right corner, click Email.
    The Invoice Reminders screen opens, displaying your invoice reminder template.
  6. Edit the reminder email text and formatting, if needed. You can also change the email template settings at the firm level.
  7. 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.
  8. Click OK.
    The reminder will be sent on the designated date with the invoices attached. 
Important

You can find a complete history of sent invoice reminder emails under Activities > Emails > System Emails and Matters > Details > Emails > System Emails.

From Activities

To send an invoice reminder from Activities:

  1. Click Activities.
  2. From Activities left navigation, click Invoices.
  3. From the toolbar atop the Invoices screen, click Action > Invoice Reminder(s).
  4. On the Invoice Reminder(s) screen, in the Settings section, you can overwrite any field. You can also use the drop-downs to change the Reminder Letter Date and The Payment to Be Received By Date fields.
Reminder Letter Date The date you want the invoice reminder to be emailed.
Payment To Be Received By Date This due date will display on the invoice.
Invoice Overdue since The minimum number of days overdue for which you want to retrieve results. 
Only Balance Amounts higher than The minimum overdue balance for which you want to retrieve results.
  1. In the Invoice Overdue since field, you can enter any value greater than or equal to 1.
  2. In the Only Balance Amounts higher than field, you can enter any dollar amount.
  3. Click Show/Update Invoices.
    The listing refreshes based on your settings.
  4. In the middle of the screen, check the boxes to the left of each invoice for which you want to send a reminder.
  5. In the lower right corner, click Email.
    The Invoice Reminders screen opens, displaying your invoice reminder template.
  6. Edit the reminder email text and formatting, if needed. You can also change the email template settings at the firm level.
  7. 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.
  8. Click OK.
    The reminder will be sent on the designated date with the invoices attached. Your firm will receive a copy of the email.
Important

View all invoice reminder emails sent under Activities > Emails > System Emails or Matters > Details > Emails > System Emails.

Updated on April 5, 2022

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