Create the invoice without sending it

The program is priced and should be on the books, but the lodge is not ready to ask for money yet.

Track

Program invoice

Phase

Hold the ask

Starts with

Bill composed

Ends with

Invoice created, not sent

The situation

SettleWise has no draft invoices. Create invoice creates the real invoice, with number, PDF, and QuickBooks, but emails nobody.

Sales chooses Create invoice instead of Create and send invoice.

SalesSystem

1
Sales reviews client, lines, and due dates on the last step
Sales
Everything shown here becomes the invoice.
2
Sales chooses Create invoice and confirms
Sales
This is the key moment of the journey: the invoice exists but nobody was asked to pay. This is the key moment of the journey.
3
SettleWise numbers the invoice, builds the PDF, and syncs QuickBooks
System
Creating cannot be undone; it can be edited or voided later.
4
No email is sent; the timeline shows created, not sent
System
Leaving the form before creating only keeps typed values in the browser for a day.

Sales

Works with the client record and commercial decisions.

System

Automates emails, matching, reminders, and sync.

Sales

The invoice in the list with its number and no sent event.

Why: Send it later from the invoice.

System

An invoice synced to QuickBooks with its PDF.

Why: Keep the books complete.

Creating is not asking. The ask starts when the email goes out.