SettleWiseCollections & RemindersReminder schedule
RM-03Chase after the date

Follow up an overdue payment

The due date passed and the payment is still open.

Track

Reminder schedule

Phase

Chase after the date

Starts with

Payment overdue

Ends with

Client and team informed

Check an overdue reminder and alert.

Before you start

Sign in as
Accounting or owner
Starting state
An invoice more than 3 days past a due date, with an After reminder configured

Run the scenario

  1. 1AccountingSettleWise · Notifications and invoice timeline

    Open the bell, then the invoice.

    Expected evidence

    An Invoice overdue alert, and Reminder Sent (overdue) on the timeline.

Scenario completed

Client and team informed

Collection stage
Due→Overdue, client told

If it does not match

  • If the reminder is missing, check it is anchored to the right due date in the schedule.