The reminder follows the billing recipient

A guest's invoices go to their agency. The reminder must go to the same place.

Track

Shared concept

Phase

Shared language

Starts with

Routed client

Ends with

Same inbox as invoice

The situation

Sending reminders to a different inbox than the invoice confuses everyone.

A reminder is sent for a client with a partner or parent recipient.

SystemClient

1
SettleWise resolves the same recipient used for the invoice
System
Client, partner, or parent.
2
The reminder goes to that address
System
This is the key moment of the journey: one inbox for the whole conversation. This is the key moment of the journey.
3
If the recipient cannot be resolved, the email is not sent to someone else
System
No guessing with client emails.
4
The timeline records the actual recipient
System
The team can prove who was asked.

System

Automates emails, matching, reminders, and sync.

Client

Receives invoices, reminders, and payment links.

Client

The agency receives both the invoice and its reminders.

Why: Handle payment in one place.

Whoever got the invoice gets the reminder.