Follow up orders by payment method
What this does
Kindly can limit which unpaid orders enter a reminder plan by using an order filter. This is useful if you only want to follow up on orders placed with a specific payment method (for example, bank deposit), or if you want to exclude certain payment methods from recovery.
Filter by payment method
Go to Settings > Reminder plans > Your reminder plan.
Click Edit to view the reminder plan settings.
Scroll to the order filter section and enable it.
Select whether you want to include or exclude payment methods.
Include: only orders using the selected payment methods will be followed up.
Exclude: orders using the selected payment methods will be skipped.
Select one or more payment methods from the list.
Save your plan. If you want the plan to run automatically, click enable autopilot in the top right corner.
Once enabled, your reminder plan will only follow up on orders that match the filters you choose in the Order filter section.
If you don’t see a payment method you expect, make sure you have at least one open order that used that payment method—Kindly builds the list from open orders.
FAQ
Use Include when you have a small set of payment methods you want to chase (for example, only invoice-based methods). Use Exclude when you want to run reminders for most orders but skip a specific method (for example, methods that are handled offline).
Create a test order using a payment method that matches your filter, then go to Kindly's dashboard and check the follow-up list. The order should appear (or be excluded) based on your include/exclude selection.