SettleWiseCollections & RemindersReminder schedule
RM-02Nudge before the date

Remind before the deposit is due

The invoice was sent and the deposit date is getting close.

Track

Reminder schedule

Phase

Nudge before the date

Starts with

Deposit due soon

Ends with

Reminder delivered

You are here

RM-02
  1. RM-01Build the reminder schedule
  2. RM-02Remind before the deposit is due
  3. RM-03Follow up an overdue payment
  4. RM-04Reminders stop when the money arrives

The situation

A friendly heads-up helps the client pay on time, as long as it does not land right after the invoice.

What starts it

A due-soon reminder reaches its date.

How it unfolds

SystemClient
  1. 1

    SettleWise checks the deposit is still open

    System

    A completed deposit cancels the reminder.

  2. 2

    SettleWise checks the invoice email is more than 7 days old

    System

    This is the key moment of the journey: inside the window, a friendly reminder is skipped. This is the key moment of the journey.

  3. 3

    SettleWise sends the Phase 1 due-soon email to the billing recipient

    System

    Email always; WhatsApp too for opted-in clients.

  4. 4

    The timeline records Reminder Sent, then its delivery

    System

    The team can see what the client received.

Who's involved

System

Automates emails, matching, reminders, and sync.

Client

Receives invoices, reminders, and payment links.

What each person sees

Client

The live balance, pay buttons, the policy, and any credit already available.

Why: Pay the deposit before the date.

The rule to remember

A friendly reminder never lands right after the invoice.