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Can I send invoice reminders using LSP.expert?
Can I send invoice reminders using LSP.expert?

Yes, you can send invoice reminders in just a click using LSP.expert.

Caroline Bries avatar
Written by Caroline Bries
Updated over a week ago

➡️ If you're using LSP.expert V1, click here.

When a client is late for the payment of an invoice, you can choose to send them a reminder via LSP.expert.

When you're in the invoice concerned, click on Actions > Send email. In the popup that appears, you then have to select the option to send the invoice as a reminder. If you wish, you can also modify the text of the email.

To define a new generic text for your reminder emails, you can go to Settings > Document and email configuration > you select the configuration concerned > Emails tab.

You can also add up to 2 default attachments (your terms and conditions, for example) to the emails you send with LSP.expert, by clicking on "Upload an attachment" (see screenshot above). These attachments will be automatically sent with the emails you send using LSP.expert.

You can also send multiple invoices as reminders by selecting the invoices concerned in your list and clicking on Actions > Send reminder emails. In this case, please note that you won't be able to edit the text of the emails that will be sent (the system will display a warning about this).


If you're using LSP.expert V1

When a client is late for the payment of one of your invoices, you can choose to send him a reminder via our platform.

When you're in the invoice concerned, click on Actions > Email invoice as reminder.

You'll arrive in the sending screen. Here you define to whom the document has to be sent and you edit the text of the email if necessary. Then you click on Send.

To define a new generic text for your reminder email, you have to go to Settings > Document and email configuration > you select the configuration concerned > Emails tab.

You can also add up to 2 default attachments (your terms and conditions, for example) to the emails you send with LSP.expert, by clicking on "Upload an attachment" (see screenshot above). These attachments will be automatically sent with the emails you send through LSP.expert.


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