SettleWisePrograms & InvoicesProgram invoice
PI-03Ask for money

Send the program invoice

The lodge is ready to ask for the deposit. The client should receive the bill.

Track

Program invoice

Phase

Ask for money

Starts with

Bill ready

Ends with

Ask sent to recipient

You are here

PI-03
  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

Sending emails the invoice and its pay buttons to the billing recipient. It is the moment the lodge asks for money.

What starts it

Sales chooses Create and send invoice, or Resend Invoice on a created invoice.

How it unfolds

SalesSystemClient
  1. 1

    Sales checks who receives the bill: client, partner, or parent

    Sales

    The recipient comes from the client record.

  2. 2

    Sales sends the invoice and confirms

    Sales

    This is the key moment of the journey: the lodge asks for money. This is the key moment of the journey.

  3. 3

    SettleWise emails the PDF and pay buttons to the recipient

    System

    Buttons offer the deposit and the full amount.

  4. 4

    The timeline records Invoice sent to and the delivery

    System

    Status stays Phase 1 Pending or Pending until money arrives.

  5. 5

    The recipient receives the invoice and can pay

    Client

    Collecting and matching belong to Payments.

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

Sales

Phase 1 Pending or Pending, and Invoice sent to on the timeline.

Why: Know the ask is live.

Client

The invoice email with pay buttons when Stripe is connected.

Why: Know what to pay and when.

The rule to remember

Sending is the moment the lodge asks for money; money has not arrived yet.