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

See a due-soon reminder on an invoice timeline.

Before you start

Sign in as
Accounting or owner
Starting state
A schedule with a Before reminder and an invoice whose deposit is due soon

Run the scenario

  1. 1AccountingSettleWise · Invoices · timeline

    Open the invoice after the reminder date.

    Expected evidence

    Reminder Sent (Phase 1 due soon) appears with the recipient.

Scenario completed

Reminder delivered

Client awareness
May forget→Reminded with pay buttons

If it does not match

  • If nothing was sent, the invoice email went out less than 7 days before, or automatic reminders are off for it.