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Bill Reminders

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After generating and sending bills, you can manually send clients reminders about their outstanding balances or enable automated bill reminders. Automated bill reminders send outstanding balance reminders to your clients and bill recipients on a cadence that you select.

Note: When a reminder is sent, the client will receive their bill in the form of a secure PDF link rather than a PDF attachment. This cannot be changed.

Send manual bill reminders

You can send your clients manual reminders for outstanding bills and balances. If your client has multiple outstanding bills, the email will show all overdue bills. Follow the steps below to send a manual reminder.

  1. Go to the main Billing tab.
  2. Select the Outstanding Balances subtab.
  3. Click Send next to an overdue bill.
  4. By default, Clio selects the outstanding balance bill template. You can change this selection and make any necessary modifications to the email.
  5. Click Send client balance.

The reminder email will be sent with a secure link to the bill, in PDF format.

 

Enable automated bill reminders

When this feature is enabled, Clio uses the issue date as a reference point to send an automatic reminder. Once an automated bill reminder is sent, you can find that message in the main Communications tab or the Communications subtab for the matter or contact. Follow the steps below to enable automated reminders for an outstanding bill.

  1. Go to the main Billing tab.
  2. Select the Outstanding Balances subtab.
  3. Optional: Click Columns and verify that the Reminders column is checked.
  4. Under the Reminders column, toggle the button on.

 

Manage automated bill reminder settings

In the automated bill reminder settings, you can change the default behaviour for whether reminders are enabled or disabled for all outstanding bills, select whether you want the reminder to be sent to contacts only or both contacts and bill recipients, change the reminder schedule, and select a different bill message template. Follow the steps below to access these settings.

Important: If you enable reminders for all contacts, all contacts with outstanding bills will continue to receive automated bill reminders at the cadence that you set in the schedule until the bill is paid in full or written-off.
  1. Go to Settings > Billing > Automated Bill Reminders.
  2. Make any necessary changes.
    • Default behaviour: Enable or disable reminders, including whether you want a change to apply to all clients or only new clients. You can also view a list of clients for whom reminders are enabled/disabled.
    • Associated recipients: If a bill is relevant to more than one recipient (e.g., when a matter has related contacts who are also bill recipients) and you want all recipients to have visibility on other contacts who received the bill, check the box for Send reminders to all associated bill recipients in one email. Leaving the box unchecked to send separate emails to bill recipients.
    • Schedule: Set the reminder schedule and repetition rate. You can also pause reminders for clients on active payment plans.
    • Send replies to: Choose a firm user with billing permissions who should receive any replies to reminder emails.
    • Email template: Edit the reminder email’s subject line and body.
  3. Click Save reminders.

 

Disable automated bill reminders

If you need to disable automated bill reminders for only some bills, you can do so from the Billing tab.

  1. Go to the main Billing tab.
  2. Select the Outstanding Balances subtab.
  3. Optional: Click Columns and verify that the Reminders column is checked.
  4. Under the Reminders column, toggle the button off.

 

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