How do I bulk send invoice reminders with Clio/Confido Legal integration

In this guide, we'll walk you through the process of bulk sending out invoice reminders using the Clio/Confido Legal integration.

Step 1: Setting up the reminder template 

• Navigate to Confido Legal and access the Settings tab in the main menu.
• Within the settings, locate the "Invoices" section.
• Modify your global invoice email template with your desired reminder language.

Step 2: Filtering unpaid invoices

• Access the Invoices tab on the main menu in Confido Legal.
• Apply filters based on your preferences. For example, filter for unpaid invoices with due dates in the last couple of months.

Step 3: Sending invoice reminders

• Click on "Review and Send Selected."
• Choose to customize messages individually or use the "Send All Reminders" option for efficiency.
• Click "Continue" to proceed.
• The system will send out reminders for the selected invoices.