Invoice Reminders

TheraPlatform (Pro and Pro Plus plans) offers invoice reminders that can be customized according to your practice's needs.  For example, you can mark due date for invoices and set frequency of invoice reminders. This feature will help you minimize number of outstanding payments. 

This function works for both manual and automatic billing and can be set up by both the admin and the biller.

Here are directions on how to set up invoice reminders:

Step 1: Log in to your room (your personal URL).

Step 2: Click on Settings.

Step 3: Click on Billing.

Step 4: Click on Settings< Edit.

Step 5: At the pop up box- mark in blue- Send invoice overdue reminders.

Step 6: Enter the frequency for- Overdue reminder frequency (days). For example 1. In this case your client will receive an email reminder to pay for the invoice every day.

Step 7: Enter your overdue under -Invoice becomes overdue after sent (days).

Step 8: Click on Save Changes.

To disable/turn off invoice reminders- repeat the above steps and uncheck the above options and click on Save changes.