Move an unpaid balance between two test clients with the assistant.
Before you start
- Sign in as
- Accounting or owner
- Starting state
- A test invoice with an open balance and a second test client
Run the scenario
- 1AccountingSettleWise · Assistant
Ask to transfer the invoice balance to the second client and confirm the preview.
Expected evidence
The source invoice closes and a new invoice appears for the second client.
Scenario completed
New invoice for new client
- Who owes
- Original client→Destination client
If it does not match
- If the assistant cannot find the client, use the exact name from Customers.