Send a friendly reminder to a test invoice.
Before you start
- Sign in as
- Accounting or owner
- Starting state
- An open test invoice whose recipient is an email you control
Run the scenario
- 1AccountingSettleWise · Invoices · Reminders panel
Choose Friendly Reminder, click Send reminder, then Send Reminder.
Expected evidence
The email arrives and the timeline shows Reminder Sent.
Scenario completed
Manual reminder sent
- Client awareness
- Not reminded→Reminded today
If it does not match
- If no reminder types are offered, reminders are not activated for the organization.