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Client → invoice

Create a real draft

Open Clients and inspect an existing authorized client, or add a real client you are permitted to contact. Then open New invoice and enter a testable line item, due date, notes, currency, and template.

Expected result: the draft appears in Invoices. Open its detail page, inspect the activity entry, try the supported layouts, and print or download the PDF. This verifies draft creation and document output—not an active payment processor or automatic invoice sending.

The current interface does not expose an invoice-send action. Do not use a made-up recipient address for a reminder test.

Recurring schedules

Check the next run

While creating an invoice, choose a weekly or monthly recurring cadence. Open Recurring and verify the cadence and next-run date. Pause, resume, or clear the schedule as a reversible check. Use “Run due invoices” only when the schedule is due.

Expected result: when due, generation creates a draft linked to its source. The daily deployment scheduler performs the same generation. It does not charge a client, mark an invoice paid, or replace owner review.

Offline payment recording

Record payment and cash separately

Return to the invoice detail page and choose “Mark as paid.” Verify the paid status, payment timestamp, and activity history. Then open the Ledger and add a separate positive income entry if you want the cash movement represented there too.

Expected result: the invoice is marked paid, while the manual ledger row appears as its own entry. Marking an invoice paid does not automatically create a transaction ledger row.

Receivables reminders

Review before you send

Open Reminders. If there are no eligible overdue, unpaid invoices, verify the empty state and stop there. Otherwise, use an existing authorized overdue invoice—or a real invoice you are comfortable using—to check the overdue age, amount, cadence label, and pre-drafted message. Copy the message without sending it.

Open the reminder schedule to verify or edit the friendly, firm, and final thresholds. The defaults are 3, 7, and 14 days. This queue is not an automatic send scheduler.

Separately, the invoice-detail “Send payment reminder” action sends immediately and is available only for a sent, unpaid invoice with a real client email. Send only to a mailbox you have owner approval to contact.

Ledger confirmation

Verify the manual row

After adding the positive income entry in the payment step, confirm it appears immediately in Ledger. Try a category and, if useful, a receipt attachment. The manual ledger feeds the existing P&L view; it is not a live bank or payment feed.

Expected result: the row is visible without waiting for reconciliation. Keep it separate from the invoice’s paid activity so the two records remain clear.