CLERK | How To Debt Chase

Navigate to the  “Debt Chasing” tab on the side bar. 

Select "Schedule"

Select "Due Today"

Use the Filters to filter by team and various other options. 

This will detail Overdue Invoices that based on the Debt Chasing Schedules require an email to be sent.

Each line indicates the Invoice number, Matter Name, the assigned Schedule, Which step of the Schedule the Invoice is at, the outstanding amount and the last time a Statement or Email was sent. 

Click on the Envelope icon to view the email that is due to go out.

To trigger the emails to out select the relevant tick boxes on the left hand side.

Click "Send Email".