How to download payment overdue notices and email overdue reminders?
When a case or matter is set up, you can choose payment terms (e.g., due on receipt, 30 days, 45 days).
System will keep track of overdue invoices based on these payment terms.
Overdue notices can be downloaded in ready to be printed PDF/Word format for all overdue invoices by clicking on the OverDue days button under Cases -> Select desired case -> Billing -> Unpaid
Individual overdue notices for invoices can be downloaded from the Unpaid Invoices section of the Billing section, by clicking on the overdue days in each invoice line.
The overdue notice can be emailed to Client by clicking on the Email Reminder link on the very right side in the invoice listing in the Unpaid Invoices section.
Additionally to download overdue notices for all clients go Reports-> Invoice & Payments -> Overdue Notices.
System will keep track of overdue invoices based on these payment terms.
Overdue notices can be downloaded in ready to be printed PDF/Word format for all overdue invoices by clicking on the OverDue days button under Cases -> Select desired case -> Billing -> Unpaid
Individual overdue notices for invoices can be downloaded from the Unpaid Invoices section of the Billing section, by clicking on the overdue days in each invoice line.
The overdue notice can be emailed to Client by clicking on the Email Reminder link on the very right side in the invoice listing in the Unpaid Invoices section.
Additionally to download overdue notices for all clients go Reports-> Invoice & Payments -> Overdue Notices.
Updated on: 23/03/2023
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