Invoice Reminder Emails should include a link to the invoice
complete
Vinny R
updated the status to
complete
Devanshi Kackar
Hi,
You can include a direct invoice link in both your automated invoice reminders and individual invoice emails by using the Invoice Link merge tag. This allows Lawcus to automatically insert the correct invoice link for each client and invoice, so you don’t need to manually copy and paste the link each time.
- Include the Invoice Link in Automated Invoice Reminders
Invoice reminders allow you to automatically follow up with clients when an invoice is still outstanding.
To set up an invoice reminder:
- Go to Settings from your Avatar Icon.
- Navigate to Firm Settings → Reminders.
- Under Invoice Reminders, click Add Reminder.
- Choose the required date offset and reminder type.
- Customize the reminder email, or select an existing email template that already contains the Invoice Link merge tag.
- If you are creating the email from scratch, insert the Invoice Link merge tag into the reminder message.
- Click Save.
The Invoice Link merge tag is dynamic. When the reminder is sent, Lawcus automatically replaces the merge tag with the link for the specific invoice associated with that reminder.
This means you can create one reminder template and use it for multiple invoices without manually adding a different invoice link each time.
- Include the Invoice Link When Sending an Individual Invoice
You can also send an individual invoice manually using Send by Email.
To do this:
- Go to Billing.
- Open the invoice by clicking the Invoice Number.
- Click More Actions → Send by Email.
- Customize the email, or select an existing email template that contains the Invoice Link merge tag.
- Click Send.
When the email is sent, the Invoice Link merge tag will automatically populate with the link for that specific invoice.
Create a Custom Invoice Email Template
If you regularly send invoices by email and want the invoice link to be included automatically, you can create a dedicated email template.
- Go to Automation → Email Templates.
- Click + New Email Template.
- Choose Text Template or HTML Template.
- Add your email subject and message.
- Insert the relevant Invoice Merge Fields, such as the Invoice Link, invoice number, amount due, and other available invoice information.
- Save the template.
Once the template is created, you can select it when sending an invoice or automating a reminder. The merge fields will automatically populate with the information from the specific invoice you are sending.
Vinny R
updated the status to
planned