Send past due invoice reminders

Each invoice generated from triConvey 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.

Viewing overdue invoices

1.    Select Invoices from the left panel of the triConvey Companion Site Web App.

2.    Select the Reminders tab.

3.    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

1.    Tick the matters for which you wish to send reminders.

2.    Click the down arrow from Bulk Actions.

3.    Choose from either:

• Send via Email - to send an email reminder; or
• Mark as Sent - if the reminder as been sent to the client other than email.
  

You can also send reminders for individual matters by selecting the three dots icon from the right column.

When you choose Send via Email, each debtor will receive a PDF reminder notice via email. You will receive a confirmation but you will not be able to review each individual email. To amend the contents of the reminder email, visit triConvey Firm Settings.