An email reminder is sent when the Send Reminder button is clicked on the Sharing and Reminders tab of the invoice.
When sending invoice reminders to your client, they receive a gentle nudge that an outstanding invoice still needs attention.
This email looks similar to the standard invoice email sent, but includes a subject line indicating when the invoice is due.
The View invoice link prompts your client to log in to MyCase, directing them to the specific invoice for which you've sent a reminder.
If the client has not yet activated their portal, they will be prompted to create a password and then redirected to the specific invoice.
Invoice Reminders for Clients
This article shows what clients see when you send them an invoice reminder.
Updated over a week ago