Each invoice generated from Smokeball includes a due date. Learn how to track invoices that have passed their due date and issue reminder notices directly to the debtors when required.
1. Review payments due dates in invoice settings.
2. Review Invoice Reminders in your firm’s email template.
Once all steps in the checklist are complete, you will be ready to send past due reminders.
View overdue invoices
- Select Invoices from the left panel, then select the Reminders tab.
- Use the Filters panel to refine the list of invoices. You can:
- Exclude invoices that have had recent reminders issued
- Filter by overdue amount and length of time overdue
- Filter by matter status or type
- Filter by the staff member responsible
Sending out invoice reminders
- Tick the matters for which you wish to send reminders.
- Optional: Select Combine PDF for printing or downloading.
- Select Email Reminder to email directly.
- You will be prompted before sending the reminder(s). Select 'Yes' to send, or 'No' to cancel.
Once you select to send the Email Reminder, the debtor on each matter will receive a reminder notice email with button to View Invoice.
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You will get a confirmation screen but you do not have the opportunity to review each individual email. To amend the contents of the reminder email, visit Smokeball Firm Settings.
You can also send reminders for individual matters by selecting the three dots icon on the right-most column:
Once you select Email Reminder, the debtor on each matter will receive an email containing a PDF reminder notice. You will get a confirmation screen but you do not have the opportunity to review each individual email. To amend the contents of the reminder email, visit Smokeball Firm Settings.