SettleWisePrograms & InvoicesProgram invoice
PI-01Compose the bill

Create a two-phase program invoice

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

Compose a two-phase invoice and read its two due dates.

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

    Pick the client, keep Single payment off, set an event date, and add a product.

    Expected evidence

    The last step shows a deposit due date and a balance due date.

Scenario completed

Two-phase bill composed

Payment structure
Total price→Deposit plus balance

If it does not match

  • If you cannot continue, the event date is missing; two-phase invoices need it.
  • If the percentages look wrong, check Settings → Company → Split payment.