SettleWisePrograms & InvoicesProgram invoice
PI-06Ask again

Resend an open invoice

The client says they never got the bill, or the invoice was edited after sending.

Track

Program invoice

Phase

Ask again

Starts with

Open ask, unseen

Ends with

Current bill delivered

You are here

PI-06
  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

The ask is still open. The lodge sends the current invoice again, with buttons for the current balance.

What starts it

Sales or accounting clicks Resend Invoice.

How it unfolds

SalesSystemClient
  1. 1

    Sales opens the open invoice

    Sales

    Check the recipient on the timeline first.

  2. 2

    Sales clicks Resend Invoice and confirms

    Sales

    This is the key moment of the journey: the same invoice is asked again. This is the key moment of the journey.

  3. 3

    SettleWise sends the current PDF and buttons for the current balance

    System

    No new invoice number is created.

  4. 4

    The recipient receives the email and can pay

    Client

    Automatic reminders wait 7 days after this email.

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

Another copy of the current bill with pay buttons.

Why: Pay the balance that is open now.

The rule to remember

Resend asks again with the same invoice. It does not create a new one.