TimeSolv Knowledge Base

Knowledge Base

Search the Knowledge Base

Automated Invoice Reminders – Configuration and Email Alerts

Summary:

TimeSolv now supports Automated Invoice Reminders, a powerful enhancement that helps firms streamline follow-ups on unpaid invoices by automatically sending reminder emails on a recurring schedule. This feature is fully configurable at multiple levels and offers firms more control and flexibility in managing accounts receivable communications.


Key Features:

🔧 Configuration Levels

You can now enable and configure automated reminders at the following levels:

  • Firm

  • Client

  • Matter

  • Invoice

Settings are inherited downstream—firm-level settings are copied to clients, clients to matters, and matters to invoices.


🛠️ How It Works

  • Enable the Automated Reminders setting from the Invoice Settings tab.

  • Choose when to send reminders: every X days after the Invoice Date or Due Date, continuing until the invoice is paid.

  • Customize the reminder email message using the new Invoice Reminder Email field under the Narratives section.

  • Consolidated invoices will use the client-level configuration.

  • Reminder settings remain editable for both draft and sent invoices.


✉️ Default Email Template

Subject:
Action Required: Invoice #12345 Payment Reminder

Body:
Dear [Customer Name],
This is a reminder that Invoice [Invoice #], dated [Invoice Date], due on [Due Date], remains unpaid.

Amount Due: [Amount]
You can view and pay the invoice here: [Invoice Link]

If payment has already been made, please disregard this message.
Kind regards,
[Your Company Name]


⚙️ Additional Rules and Validations

  • Minimum interval between reminders is 7 days.

  • Reminder emails stop automatically once the invoice is paid.

  • A warning message appears if the user sets an interval below the allowed minimum.

  • Reminder emails will still be sent even if:

    • The client/matter is deactivated.

    • The invoice is backdated.

    • There’s an available balance that hasn’t been allocated to the invoice.

  • If an invoice has no associated email address, a reminder is not sent.

Related articles

Scroll to Top