Send invoice due reminders to client services and accounts
Send invoice due reminders to client services and accounts
Referral invoices sometimes lack confirmed settlement dates, forcing billing rework. This alerts accounts and client services so corrections happen before the invoice is sent tomorrow.
Overview
For a conveyancing firm, invoices leaving without confirmed settlement dates cause avoidable rework for both billing and client services. This workflow turns referral submissions into instant email and chat reminders so teams can correct details before the invoice goes out tomorrow.