Simplified Payment Reminder Letter Format for Legal that Streamlines Your Workflow

Payment reminder letter format for Legal

[Music] a right invoice reminders this is a super powerful way to get paid faster so what these reminders do they save you the time they save you the headache of trying to figure out who's past due or maybe going in your dashboard or your reports to figure out who you need to email or call for payment so this gives us the ability to set up five different reminders five is the maximum amount of reminders that we want to send to customers so you have the ability to customize how these go out see this is seven days before due date on due date seven days after 14 days after and 30 days after so let's take let's say we have 30 days after and we want to make this 60 day after because at 60 days if you haven't gotten paid you might want to start talking about I don't know maybe collection so if we want to change this to pre-collections reminder and we're going to say I want to send this 60 days after my invoice due date not my invoice issue date and Emily's reminder for so and so oops collections notice hey John I want to send you a let's save final reminder before we send your account to collections or invoice number and that is your invoice number to resolve this balance and then we're going to drop in the phone number our contact email and that's it so then I have the ability of course to save it or I can turn certain one of these off and that's a global setting so when I create a new invoice these won't show so if I say I don't want to have a reminder to on the due date and I go to create invoice let's select that customer you'll see that two is checked off right here I can also customize these on an invoice level so maybe for this customer I know they pay later and I never want to send them a pre-collections reminder and that's totally okay so this really gives us the ability to customize how we want to send these reminders on an invoice level as well as on a global level so oops let's go to invoice reminders and I can also turn off all of them turn them back on and we're ready to get paid and we're ready to start reminding customers without the anxiety of having to call them and talk about numbers or being past due as you can see here we've written up some really good default reminders you can always Google best way to remind people to pay my invoice after 30 days and customize your own any questions on this please let us know thanks