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:
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Firm
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Client
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Matter
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Invoice
Settings are inherited downstream—firm-level settings are copied to clients, clients to matters, and matters to invoices.
🛠️ How It Works
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Enable the Automated Reminders setting from the Invoice Settings tab.
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Choose when to send reminders: every X days after the Invoice Date or Due Date, continuing until the invoice is paid.
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Customize the reminder email message using the new Invoice Reminder Email field under the Narratives section.
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Consolidated invoices will use the client-level configuration.
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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
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Minimum interval between reminders is 7 days.
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Reminder emails stop automatically once the invoice is paid.
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A warning message appears if the user sets an interval below the allowed minimum.
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Reminder emails will still be sent even if:
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The client/matter is deactivated.
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The invoice is backdated.
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There’s an available balance that hasn’t been allocated to the invoice.
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If an invoice has no associated email address, a reminder is not sent.