Accounting talked to the client and wants to send a nudge now.
Track
Manual follow-up
Phase
Nudge now
Starts with
Open balance
Ends with
Manual reminder sent
Not every follow-up can wait for the schedule. A manual reminder uses the same email and recipient.
Accounting opens the invoice's Reminders panel.
Due soon or overdue types exist for each phase.
The amount is the live balance.
This is the key moment of the journey: the client is asked now. This is the key moment of the journey.
The assistant can send one too, after a preview.
Owns money movement, registers, and reconciliation.
Automates emails, matching, reminders, and sync.
Receives invoices, reminders, and payment links.
The client, invoice, and outstanding amount before sending.
Why: Send the right reminder once.
A manual reminder uses the same email and recipient as the automatic ones.