Do Not Chase: Pausing Automated Reminders

What it does

Do not chase pauses the reminders Oris Work sends on its own. It exists for situations like a client who has promised to pay, a dispute being resolved, or a status being confirmed with their accounts team, where an automatic reminder would be unwelcome. You can pause at two levels: a whole client, or one invoice.

Pause a whole client

• Open the client and click Edit.
• Tick 'Pause automated reminders for this client'.
• Add a short reason in the box that appears (for example 'status being confirmed with accounts'). It is shown to your team.
• Save. The client Overview now shows Automated reminders: Paused, with your reason.
• To resume, Edit again and untick the box.

What a client pause stops

• Overdue invoice reminders (the dunning ladder), on email and WhatsApp.
• Follow-ups on sent estimates and proposals.
• Document request reminders.
• Compliance deadline reminders sent to the client.

Pause a single invoice

• Open Finance → Invoices.
• On the invoice row, open the row menu and choose 'Pause automated reminders'. A message confirms that the invoice will not be chased until you resume.
• Choose 'Resume automated reminders' from the same menu to turn it back on.
• The option appears only while the invoice is open (Sent, Viewed, Partial or Overdue).

What still works

Reminders you send yourself, such as the Send button on an invoice or the 'Follow up' action on stale quotes, still go out. Do not chase only stops the automatic ones. For a payment the client has promised on a given date, the 'Record promise to pay' option pauses an invoice's reminders until that date and then resumes by itself.

Common problems

• A client still received a reminder: check that the pause is saved on the client page, and remember a message you sent by hand is not blocked.
• Reminders never resumed: untick the box on the client, and use Resume automated reminders on any invoice you paused.
• You cannot edit the client: your role needs permission to edit clients.