Once an invoice is generated, you can use the Invoice Reminder tool to generate a list of those which are still unpaid 30, 60 or 90 days past your assigned due date.

There are three areas to access this tool:

1. Main matter page. Action > Invoice Reminders  (will pull from full matter list)


2. Activities > Invoices > Action > Invoicminders (will pull from full matte list)


3. Matter Details > Invoice Tab > Action > Invoice Reminder (will only pull overdue invoices for this particular matter)


Once selected, CosmoLex will generate a list of invoices that are overdue by 30 days


You have various filters at the top you can adjust
 
  • Reminder Letter Date - The body of the email we provide includes a field for this date. This would be the date you want to receive payment by. By default, it is one week from the date you are sending the notice. 
  • Invoices overdue since - The default here is 30 days past the due date, you can change to 60 or 9- days and once you click "Show/Update Invoices" the list will repopulate.
  • Only Balance Amounts higher than - You may only want to send a notification for amounts higher than $100 (for example) If that is the case, enter that amount here. Those with overdue balances less than that will not show up on the list

The grid below will then list the results according to the filters provided above.

The information provided:
  • Client and Matter names - Note than a client and their matter may be listed more than once if they have more than one overdue invoice. They will receive one reminder with the combined overdue amount and two invoices attached. If you have a client with two separate matters, they will receive two separate emails. 
  • Overdue Balance - This is the balance in the invoice which is currently overdue
  • Due Date - This is the original due date for this invoice
  • Client Email - this is pulled from the client's contact info. If this field is blank, you can type in the email address and it will then add it to the contact info automatically. You can also edit the current email by clicking on the pencil icon and making your changes. This will also be reflected in the contact info section. 

If you wish to mail your letters (instead of email) this list provides you all of the information you need to generate your letters. For this reason, we have also provided the option to Print Labels at the bottom of the window. keep in mind the client's contact info must be complete in the Contact section in order for it to print here.


Lastly, you have the option to email. Be sure to Check off the items you wish to notify for, by selecting one at a time or select all, then click 
Email.

 

  • Subject: You can type over this field if needed
  • Email Body: This is the body provided in the Email Templates section of your firm settings (Setup > Firm Settings > Email Templates > Invoice Reminders) If you have access to this setup section, you can update the default message. Otherwise, you can edit this particular email message here. Note that the fields listed in this body (Ex: [#clientcontact#]) will populate with each clients information, therefore creating a customized letter for each client with their own invoice attached. It is important to maintain these fields in the body so that client information populates properly. 
  • Number of matters: This is a bulk emailing tool, so this function lets you know how many matters and invoices will be sent. An email is sent per matter. 
 Note: A copy of the email will automatically be sent to the firm's email address.


Click Send! 


Your emails have been sent! It is just that easy!