The lodge wants every open invoice followed up without anyone keeping a calendar.
Track
Reminder schedule
Phase
Define the follow-up
Starts with
No schedule
Ends with
Schedule active
One schedule applies to every new invoice: days before or after each due date, with a summary to check it.
An admin opens Settings → Reminders.
Without automatic sending, reminders are manual only.
Older invoices keep manual reminders.
This is the key moment of the journey: each reminder is tied to one due date. This is the key moment of the journey.
The test arrives as the client would see it.
Changes affect all future reminders.
Configures registers, partners, reminders, and integrations.
Automates emails, matching, reminders, and sync.
The Reminder List and its plain-language summary.
Why: Check the reminders match the payment policy.
Define the schedule once; every invoice follows it.