SettleWisePrograms & InvoicesProgram invoice
PI-05Keep the bill true

Edit an unpaid invoice

The program changed before any payment arrived. The bill must match the new promise.

Track

Program invoice

Phase

Keep the bill true

Starts with

Bill out of date

Ends with

Bill matches the program

Change a line on an unpaid invoice.

Before you start

Sign in as
Sales, accounting, or owner
Starting state
An invoice with no payments

Run the scenario

  1. 1AccountingSettleWise · Invoices · Edit

    Change a quantity and click Save invoice.

    Expected evidence

    The total updates and the timeline shows Invoice Updated.

Scenario completed

Bill matches the program

Invoice content
Old program→Current program

If it does not match

  • If amounts are locked, the invoice is already fully paid; use a credit memo instead.