See the three records for one client.
Before you start
- Sign in as
- Sales, accounting, or owner
- Starting state
- A client with a paid invoice
Run the scenario
- 1AccountingCustomers, Invoices, Payments
Open the client, then its invoice, then the payment.
Expected evidence
Each screen shows one part: relationship, program, money.
Scenario completed
Three clear records
- Understanding
- One word for everything→Client, invoice, payment
If it does not match
- If a payment is not on the invoice, it may still need validation.