A client booked a program. The lodge needs one invoice that asks for a deposit now and the balance before the event.
Track
Program invoice
Phase
Compose the bill
Starts with
Program sold
Ends with
Two-phase bill composed
Seasonal programs are sold with a deposit and a final payment. Both live on the same invoice, with due dates from the organization's split payment settings.
Sales opens Invoices and clicks Create Invoice.
Partners linked to the client are offered for commission.
The event date drives the balance due date.
Quantity, rate, and amount can change per invoice.
This is the key moment of the journey: one invoice carries two asks. This is the key moment of the journey.
Next: create it, with or without sending.
Works with the client record and commercial decisions.
Configures registers, partners, reminders, and integrations.
Automates emails, matching, reminders, and sync.
Two-phase selected, the event date, and two due dates.
Why: Check the deposit and balance before creating.
The deposit percentage and offsets in Settings → Company → Split payment.
Why: Keep every invoice on the same rules.
Composing the invoice is not asking for money. Sending is.