startSending invoice reminders
How To

Sending invoice reminders

CCH iFirm Time and Fees
Last update: Reading time 2 minutes
Billing

    Security role required: Invoicing - Jobs and Billing

    Invoice reminders allow you to send an e-mail to your clients when their invoice payment is past due. You can determine the frequency of reminders and the number of days after which a past due reminder should be sent..

    Enable invoice reminders

    1. Click Settings, then Jobs & Billing.
    2. Click General Settings, then Accounts Receivable.
    3. In the Invoice Reminder section, set the Send Invoice Reminder option to Yes.
    4. Set the frequency of reminders and the number of days after which a past due reminder should be sent.
    CCH_iFirm_Practice_Management_Sending_Invoice_Reminders_1.png

    Note : You can update the default e-mail template based on your preferences. Click here to review the procedure and examples of e-mail templates.

    Apply the invoice reminder to a contact

    1. Click Contacts, then All Contacts.
    2. Select the desired contact.
    3. Click the Edit details (pencil icon) button 
    1.  on the Billing Details panel of the Summary tab.
    2. In the Edit Contact page, click the Billing tab.
    3. On the Send Invoice Reminder drop-down menu, select Yes.
    CCH_iFirm_Practice_Management_Sending_Invoice_Reminders_2.png

    Apply the invoice reminder to a batch of clients

    Settings – Installation

    1. Click Settings, then Installation.
    2. Click Import Clients.
    3. Make sure that the SendInvoiceReminder optional column is in the list.
    4. In the Import Clients page, click Choose File to upload the .CSV file to update.

    Notes:

    • This step is required if you select the invoice reminders option after having created your clients.
    • Click Click here for a template CSV file to open an Excel file. For more information on how to create a.CSV file, consult the guide for preparing a .CSV file to re-import.

    Important notes:

    • When a client clicks the link in the invoice reminder, the invoice template used is the default template set for the billing entity associated with the invoice.
    • Clear the invoice reminders for the client for whom you are using a different template than the default template of the billing entity.
    • Ensure your clients have a default e-mail address set in their Contact information.
    • All past due invoices for a client will be aggregated in a single e-mail, regardless of whether the invoices are from different entities.

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