SettleWisePrograms & InvoicesProgram invoice
PI-07Compose the bill

Include a line free of charge

A night, an activity, or a guest is included at no cost. The client should still see it.

Track

Program invoice

Phase

Compose the bill

Starts with

Courtesy promised

Ends with

Visible zero line

You are here

PI-07
  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

Courtesies are part of the sale. Hiding them loses the record; pricing them is wrong.

What starts it

Sales ticks FOC on a line while creating or editing the invoice.

How it unfolds

SalesSystemClient
  1. 1

    Sales adds the product with its quantity

    Sales

    The product keeps its normal rate for reference.

  2. 2

    Sales ticks FOC on that line

    Sales

    This is the key moment of the journey: the line is included at zero. This is the key moment of the journey.

  3. 3

    SettleWise charges zero and earns no commission on it

    System

    The total and commission ignore the line.

  4. 4

    The PDF and email show the line with an FOC label

    Client

    The client sees what was given.

Who's involved

Sales

Works with the client record and commercial decisions.

System

Automates emails, matching, reminders, and sync.

Client

Receives invoices, reminders, and payment links.

What each person sees

Client

The line at zero with an FOC label.

Why: Know what was included for free.

The rule to remember

Free is visible. An FOC line is shown, not hidden.