SettleWisePrograms & InvoicesProgram invoice
PI-04Compose the bill

Create a single-payment invoice

The program does not need a deposit. One payment should cover everything.

Track

Program invoice

Phase

Compose the bill

Starts with

Program sold

Ends with

Single-payment bill

You are here

PI-04
  1. PI-01Create a two-phase program invoice
  2. PI-02Create the invoice without sending it
  3. PI-03Send the program invoice
  4. PI-05Edit an unpaid invoice
  5. PI-06Resend an open invoice

The situation

Some sales are paid in one go. The invoice should show one due date and no phases.

What starts it

Sales ticks Single payment while creating the invoice.

How it unfolds

SalesSystem
  1. 1

    Sales starts Create Invoice and selects the client

    Sales

    Same start as any invoice.

  2. 2

    Sales ticks Single payment

    Sales

    This is the key moment of the journey: no event date is required and one due date replaces two. This is the key moment of the journey.

  3. 3

    Sales adds the lines and reviews the due date

    Sales

    The default is 30 days after the issue date.

  4. 4

    Sales creates the invoice, with or without sending

    Sales

    Once sent, the status is Pending, not Phase 1 Pending.

Who's involved

Sales

Works with the client record and commercial decisions.

System

Automates emails, matching, reminders, and sync.

What each person sees

Sales

One due date and no phase chips.

Why: Ask for the full amount at once.

The rule to remember

Single payment is a choice on this invoice. It does not change how the lodge usually sells.