The guide below, will walk you through how to request to chase an Invoice and send a notification to your Clerks advising them to chase an overdue Invoice/s on a Matter.
Click on the “Quick Actions” button at the top of the screen.
Select "Request To Chase Invoice".
This will bring up a report detailing the name of the Matter, the associated Firm, longest days overdue and total overdue amount.
You have 2 options here.
Click "Send Request" inline with the relevant Matter to send a generic notification to your clerks to chase all the overdue Invoices within the Matter. Alternatively, click "Edit" inline with the relevant Matter to provide the clerks with more information.
Once you have clicked Edit, you will see each overdue invoice within the Matter, the outstanding amount and how many days overdue it is.
Select which overdue Invoices you want your clerks to chase.
In the Notes section provide your clerks with any notes regarding chasing these overdue Invoices.
Select "Send Request". This will then send a more detailed notification to your clerks and request for them to chase the overdue Invoices for this Matter.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article