Does Settle send reminders automatically?

Yes. Settle fires pre-due nudges, post-due reminders, and escalations on schedule based on each invoice's state — no one hits send.

How does Settle avoid chasing the wrong invoices?

Settle's workflows pause automatically on open disputes, pending commitments, and remittances under review, so reminders don't go out when they shouldn't.

Can cadences differ per customer?

Yes. In Settle, reminder timing, wording, and channel — email, WhatsApp, or SMS — can be set per customer or segment.

Settle

Workflows

Chase invoices automatically. Skip the ones you shouldn't.

Most AR tools chase. Settle's workflow chases, escalates — and stops — based on the actual state of every invoice. Disputes pause it. Commitments suppress it. Remittances under review hold it. Your team stops apologizing for follow-ups that shouldn't have gone out.

Book a 15-min walkthrough Start free trial

Chasing the wrong invoices at the wrong time.

Half our follow-ups go to clients who already raised an issue we didn't see.

We're running a static reminder sequence — same emails to everyone, regardless of state.

Customers complain about being chased after they paid because cash app is two days behind.

Escalations happen by memory, not by rule. Some accounts get over-chased, others get forgotten.

A chase that knows when to stop.

Your team stops apologizing for wrong follow-ups.

Settle pauses the workflow automatically on disputes, commitments, and remittances under review. The reminders that used to land at the wrong moment stop firing.

Reminders match the relationship.

Settle runs pre-due nudges, post-due reminders, and escalations, set per workflow and per customer. The rhythm matches the account, not a one-size-fits-all template.

The right person gets pulled in at the right moment.

Settle escalates by rule — days past due, dispute age, no-response patterns. The CFO doesn't have to remember; the system does.

Reach clients where they actually read.

Settle sends email for nudges, WhatsApp for escalations, and SMS on due day. The channel matches the urgency — not the limits of one tool.

Workflow that reads invoice state.

Fire pre-due nudges automatically

Schedule reminders to land before the invoice is late. Customers stop being surprised by overdue notices.

Run post-due cadences by rule

Day 1, day 7, day 14, day 30 — your cadence, your wording, your branding. Fires without anyone hitting send.

Pause chasing on disputes and commitments

When a dispute is open or a commitment is pending, the workflow holds. No apology emails to clean up.

Reach clients on email, WhatsApp, or SMS

Channel per step. The right medium for the moment. Email for nudges, WhatsApp for escalation, SMS for due day.

Set different cadences per customer

Some customers need gentler timing, others need firmer. Per-account rules without losing the default playbook.

Audit every firing on the invoice

Every fire, every suppression, every escalation — recorded on the invoice timeline. When something looks off, the answer's on the record.

Questions, answered

Get paid faster, without a single wrong follow-up.

Start free in minutes, no credit card. Or grab 15 minutes and we'll run it on your own invoices.

Book a 15-min walkthrough Start free trial