SettleWiseCollections & RemindersReminder schedule
RM-01Define the follow-up

Build the reminder schedule

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

Add a reminder and test it.

Before you start

Sign in as
Admin, or a user who manages reminders

Run the scenario

  1. 1AdminSettleWise · Settings → Reminders

    Add a reminder 7 days Before the 1st due date, send a test to yourself, and click Save.

    Expected evidence

    The summary lists the new reminder and the test email arrives.

Scenario completed

Schedule active

Follow-up
Manual memory→Automatic schedule

If it does not match

  • If Save shows validation errors, two reminders may collide or point to a date the payment structure does not have.