SettleWiseCollections & RemindersManual follow-up
MF-02Make an exception

Stop automatic reminders for one invoice

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

Turn off automatic reminders on one test invoice.

Before you start

Sign in as
Accounting or owner
Starting state
An open invoice with automatic reminders active

Run the scenario

  1. 1AccountingSettleWise · Invoices · Reminders panel

    Switch off the automatic reminders toggle.

    Expected evidence

    The panel shows Manual reminders only.

Scenario completed

Manual reminders only

Invoice reminders
Automatic→Manual only

If it does not match

  • If the toggle is missing, reminders are not activated for the organization.