Recording Script: Invoicing

Metadata

• Route: /invoices
• Login: deejaynamo@yahoo.com
• Business: COA Test School Academy
• Recordly settings: 1920x1080, 30fps, auto-zoom ON, cursor effects ON
• Test data: Business has existing invoices (INV-2026-00001 Mrs. Adebayo ₦256,250 / INV-2026-00002 Mr. Chukwuma ₦180,000)

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Short Clip (30 seconds) — "Create, Send, Get Paid"

Setup

1. Navigate to https://app.finorabusiness.com/invoices
2. Wait for invoice list to load

Actions

Time	Action	What to click/type	Expected result	Annotation text
0:00–0:03	Invoice list	None — show the list	Invoice list with existing invoices, status badges (Paid, Sent, Draft, Overdue)	"All your invoices in one view"
0:03–0:06	Click Create Invoice	Click "Create Invoice" or "+" button	Create Invoice form opens	—
0:06–0:10	Select customer	Click customer dropdown, select an existing customer	Customer name populates	"Pick a customer"
0:10–0:15	Add line item	Click "Add Item", type "Tuition Fee — Term 2", quantity "1", price "125000"	Line item appears with ₦125,000.00	"Add line items with instant totals"
0:15–0:18	Toggle VAT	Toggle VAT on (if available)	Subtotal + VAT + Total recalculate	"VAT calculates automatically"
0:18–0:22	Preview	Click Preview button	Invoice preview modal shows professional layout	"Professional invoice preview"
0:22–0:25	Close preview	Close the preview	Return to form	—
0:25–0:28	Save	Click Save/Send button	Invoice saved, status = Draft or Sent	"Send by email with payment links"
0:28–0:30	Status badge	Hover over the status badge	Badge highlights	"Track every invoice from draft to paid"

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Long Clip (90–120 seconds) — "Complete Invoicing Workflow"

Setup

1. Navigate to https://app.finorabusiness.com/invoices
2. Wait for full page load with existing invoices visible

Actions

Time	Action	What to click/type	Expected result	Annotation text
0:00–0:05	Invoice list overview	None — pan across the list	Existing invoices with columns: Invoice #, Customer, Date, Due Date, Amount, Status	"Your invoice register — filter by status, search by customer"
0:05–0:10	Filter by status	Click a status filter tab (e.g., "Paid" or "All")	List filters	"Filter: All, Draft, Sent, Paid, Overdue"
0:10–0:15	Click existing invoice	Click INV-2026-00001 (Mrs. Adebayo)	Invoice detail page opens showing ₦256,250	"Full invoice details with line items"
0:15–0:20	Show PDF/Preview	Click Preview or PDF button	Invoice PDF preview	"Professional PDF — ready to send or print"
0:20–0:23	Close preview, go back	Close and navigate back to list	Invoice list	—
0:23–0:28	Create new invoice	Click "Create Invoice"	Create Invoice form	"Creating a new invoice"
0:28–0:33	Select customer	Click customer dropdown, type to search, select customer	Customer auto-fills with name and details	"Search and select from your customer list"
0:33–0:38	Invoice date + due date	Set invoice date (today) and due date (30 days)	Dates populate	"Set payment terms"
0:38–0:48	Add first line item	Click "Add Item", enter: Description "IT Consulting — March 2026", Qty "10", Unit "hours", Rate "₦75,000"	Line total: ₦750,000	"Describe services, set quantity and rate"
0:48–0:55	Add second line item	Add another: "Cloud Hosting — Monthly", Qty "1", Rate "₦150,000"	Subtotal: ₦900,000	"Add multiple line items"
0:55–1:00	VAT toggle	Toggle VAT (7.5%) on	VAT: ₦67,500, Total: ₦967,500	"VAT at 7.5% — auto-calculated"
1:00–1:05	WHT display	If WHT display is configured, show the deduction	WHT line visible or payment terms note	"WHT deduction shown on invoice (configurable)"
1:05–1:10	Totals section	Hover over totals: Subtotal → VAT → Total	Clear breakdown visible	"Subtotal ₦900,000 + VAT ₦67,500 = ₦967,500"
1:10–1:15	Preview invoice	Click Preview	Professional invoice layout with logo, customer details, line items, totals	"Preview before sending"
1:15–1:18	Close preview	Close	Back to form	—
1:18–1:23	Save as draft	Click Save (Draft)	Invoice saved, appears in list as Draft	"Save as draft or send immediately"
1:23–1:30	View in list	Navigate to invoice list, find new invoice	New invoice visible with Draft status	"Invoice created — ready to send when you are"
1:30–1:35	Send invoice	Click on the invoice, then click Send	Send confirmation or email modal	"Send directly by email"
1:35–1:40	Status change	Observe status badge change from Draft to Sent	Badge turns blue/active	"Status updates automatically: Draft → Sent → Paid"
1:40–1:45	End	Return to invoice list	Full list view	"Invoicing in Finora — create, send, get paid"