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Can I Automate Notifications for Overdue Bills?

Objective:

  • Is it possible to automatically send out Bill Payment notifications? 
  • How do I send out automatic emails to clients for their outstanding balances? 
  • Overdue Invoices
  • Overdue payments

Environment:

Additional Information:

Answer:

Yes you can! This functionality exists within Clio Manage through our Automated Bill Reminders feature. You can turn this on by navigating to 

  • Settings > Billing > Automated Bill Reminders

Additionally you can choose to accomplish this by integrating with InvoiceSherpa

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