Reminder drafts: overdue invoices, open requests, unbilled work

Reminder drafts write the chasing emails for you and leave them in your Triage Drafts. Nothing is sent until a person checks the draft and presses Send.

Settings > Reminder Drafts: five rules, all off to start.

The five rules

Rule	Drafts a reminder when
Invoice overdue - first reminder	An invoice becomes overdue.
Invoice overdue - second reminder	It is still overdue later.
Invoice overdue - final reminder	It is still overdue after that.
Unanswered client requests	A client request has gone unanswered.
Completed work not yet billed	Finished work has not been billed.

Turn a rule on

1. Go to Settings > Reminder Drafts.

2. Turn on the rule, then edit its Subject and Message. Merge fields such as the client’s name fill themselves in.

3. Save. Press Prepare Drafts Now to write any drafts that are due straight away.

Note

Turning on Unanswered client requests replaces automatic client request reminders with drafts. The invoice and unbilled rules follow Settings > Alerts: if the matching alert is off, no draft is written. A draft is taken back by itself once its reason is gone, such as the invoice being paid.

Note

Polish the wording with BMS AI appears only when your firm has turned BMS AI on.