SettleWisePrograms & InvoicesProgram invoice
PI-02Hold the ask

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

Create an invoice without emailing it.

Before you start

Sign in as
Sales, accounting, or owner
Client
An existing client with an email, or a partner set to receive invoices

Run the scenario

  1. 1SalesSettleWise · Invoices · Create Invoice

    On the last step click Create invoice and confirm.

    Expected evidence

    The invoice appears with a number; its timeline shows Invoice Created and no Invoice sent to.

Scenario completed

Invoice created, not sent

Invoice record
Form only→Created, unsent invoice

If it does not match

  • If an email arrived, Create and send invoice was used instead.