The client agreed a different payment date. No automatic emails for this invoice.
Track
Manual follow-up
Phase
Make an exception
Starts with
Automatic reminders active
Ends with
Manual reminders only
One exception should not change the schedule for every other client.
Accounting turns automatic reminders off on the invoice.
It shows Automatic reminders active.
This is the key moment of the journey: this invoice stops getting automatic emails. This is the key moment of the journey.
Other invoices keep the schedule.
Turn automatic back on any time.
Owns money movement, registers, and reconciliation.
Automates emails, matching, reminders, and sync.
Manual reminders only on that invoice.
Why: Respect the agreement with the client.
Turning one invoice off does not change the schedule for others.