Scenario map
Follow the operating track, open a scenario, and see where responsibility changes hands.
2 tracks8 scenarios
RM
Reminder schedule
Define the schedule once; SettleWise sends, waits, and stops on its own.
MF
Manual follow-up
Send a nudge now, make one exception, or change the wording.
Shared operating concept
SettleWise
Alerts connected to this scope
These alerts depend on records in this scope. The responsible person corrects the trusted source before the next step in the money loop.
A name in this matrix documents operating coverage; it does not grant application access by itself.
| Alert | When | Source scope | Trigger summary | Responsibility | Coverage | Status |
|---|---|---|---|---|---|---|
| Open invoice is overdue | Now | Programs & Invoices | A sent invoice still has an unpaid phase after its due date. | Primary: Accounting follows the balanceEscalation: Owner when the client relationship is at risk | Primary: AccountingBackup: Sales | Needs review |
| Two-phase deposit still missing | Prepare | Programs & Invoices | The first phase of a two-phase invoice is still open close to the event date. | Primary: Sales confirms the client commitmentEscalation: Owner before cancelling or rewriting the program | Primary: SalesBackup: Accounting | Needs review |
| Reminder delivery failed | Platform | Collections & Reminders | An automated reminder could not reach the billing recipient. | Primary: Admin checks email configurationEscalation: Accounting when manual follow-up is needed | Primary: AdminBackup: Accounting | Needs review |