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

Resend an open invoice to yourself.

Before you start

Sign in as
Sales, accounting, or owner
Starting state
An open invoice whose recipient is an email you control

Run the scenario

  1. 1SalesSettleWise · Invoices

    Open the invoice and click Resend Invoice.

    Expected evidence

    A new Invoice sent to appears on the timeline; the number does not change.

Scenario completed

Current bill delivered

Delivery
Not seen→Delivered again

If it does not match

  • If the email never arrives, check the recipient on the client record.