Reminders stop when the money arrives

The client paid. Pending reminders for that payment should not keep asking.

Track

Reminder schedule

Phase

Stop asking

Starts with

Phase paid

Ends with

Its reminders cancelled

The situation

Each reminder belongs to one payment phase, so paying a phase ends exactly its reminders.

A validated payment completes the phase a reminder targets.

SystemClient

1
A validated payment completes Phase 1 or the whole invoice
System
Card payments complete it right away.
2
SettleWise cancels the reminders for the completed phase
System
This is the key moment of the journey: no reminder asks for money already received. This is the key moment of the journey.
3
Reminders for the next phase keep their dates
System
The balance is still owed.
4
A credit memo or write-off that closes the invoice stops them too
System
Nothing is chased on a closed invoice.

System

Automates emails, matching, reminders, and sync.

Client

Receives invoices, reminders, and payment links.

Client

No more emails about the payment already made.

Why: Trust that the lodge saw the payment.

A reminder ends when its payment does.