SettleWiseClientsClient identity
CL-03Route the bill

Send invoices to the partner

The agency handles payment, or the guest's email is unknown. Invoices and receipts should reach the agency inbox.

Track

Client identity

Phase

Route the bill

Starts with

Client emailed directly

Ends with

Partner receives bills

Route a sample client's invoices to its partner.

Before you start

Sign in as
Sales, accounting, or owner
Starting state
A client linked to a partner that has an email

Run the scenario

  1. 1SalesSettleWise · Customers · Edit Customer

    Set Send invoice / receipt to the partner and save.

    Expected evidence

    The client shows the partner's email as the recipient.

  2. 2SalesSettleWise · Invoices

    Send an invoice for that client.

    Expected evidence

    The timeline shows Invoice sent to the partner's email.

Scenario completed

Partner receives bills

Invoice recipient
Client→Commission partner

If it does not match

  • If the partner option is missing, the partner has no email or is inactive.