Create an invoice through the assistant.
Before you start
- Sign in as
- Any SettleWise user with assistant access
- Starting state
- A test client and a catalog product
Run the scenario
- 1SalesSettleWise · Assistant
Ask to invoice the test client for one product, read the preview, and confirm.
Expected evidence
A result card links to the new invoice, which matches the preview.
Scenario completed
Confirmed change
- SettleWise records
- Unchanged→Changed as previewed
If it does not match
- If the assistant refuses, your role does not allow that action.