Invoice shows technology fee balance when work order shows paid

Resolve confusion—and possible incorrect client-facing invoices—when a work order shows Paid / $0 service balance but the invoice PDF still shows balance due for an uncollected technology fee.
Give staff and clients a consistent, trustworthy payment story on jobs where pass-through card fees are enabled (feeDisabled false) but the technology fee was not collected with the service payment.
Reduce support escalations like RIA2159, where a buyer’s agent received an invoice for $17.95 owed (technology fee amount) while the order appeared paid and the agreement was signed.

Support report (Amber / BA): On job RIA2159, the buyer’s agent got an invoice showing $17.95 balance due—the technology fee amount. Internal staff see $0 balance on the work order, job Paid, agreement signed, technology fee not disabled, but the technology fee not paid.
Triage finding — two different totals today:
Work order (Services & Payments): Total, Payments, and Balance use service charges only. When remainingBalance is $0, the green PAID chip appears—even if a technology fee is still outstanding.
Invoice PDF (email attachment / client-facing): Total amount due uses totalWithFees (services + technology fees). Balance due = that figure minus service payments + fees actually collected on completed payments.
A job can therefore show Paid internally while an invoice correctly (per current code) shows fee still owed—or, in some data cases, show a fee balance when staff believe no fee should apply.
Invoice generation does not currently consider feeDisabled when computing balance; Disable CC Fees on the work order affects future card payments, not how existing invoice PDFs interpret stored fee rollups.
Example repro pattern: pass-through fees enabled, service payment completed without the technology fee collected → work order $0 balance / PAID, invoice Balance due: $17.95.

Primary: Edge case / training gap — work order “paid” and invoice “balance due” can both be technically correct under current rules when the technology fee is still owed.
Investigate on RIA2159: Confirm payment type and whether a Technology Fee row exists under the payment. If no fee row but invoice still shows $17.95, treat as possible stale or incorrect totalWithFees rollup (bug).
Product decision needed: Should client-facing invoice balance match work order paid status when only an uncollected technology fee remains, or should invoice continue to show fee owed with clearer staff/client messaging?

Backend (attik-backend)

src/util/functions/forecast/syncTotalsOnInspections.ts — remainingBalance, paid, totalFees, and totalWithFees rollups; paid is based on service total vs totalPaid, not full fee-inclusive total.
src/util/functions/payments/invoicePdfPaymentHelpers.ts — invoicePdfHeadlineAmountDue, calculateTotalAmountPaid, totalFeesPaid (invoice-side fee math).
src/util/functions/pdf/templates/InvoiceAttachmentPDF.tsx — backend invoice PDF attachment (parity with frontend invoice logic).
src/models/inspectionSchema.ts — feeDisabled, totalWithFees, totalFees, remainingBalance.
src/routes/guardianPayments.ts — pass-through fee recording on card payments when feeDisabled is false.

Frontend (attik-frontend)

src/app/tools/inspections/[id]/components/ServicesPayments.tsx — work order Total / Payments / Balance and PAID chip; Disable CC Fees / Enable CC Fees actions.
src/components/invoice/InvoicePDF.tsx — client invoice PDF: invoicePdfHeadlineAmountDue, balance due vs PAID status on PDF.
src/util/functions/payments/calculateTotalAmountPaid.ts — shared invoice payment/fee totals (mirrors backend helpers).
tests/unit/invoicePdfTotals.test.ts — documents intentional behavior: invoice headline includes technology fee (ATT-1398 pattern).

Out of scope (unless investigation expands)

QuickBooks sync totals (separate comparison path on Integrations tab).
Changing pass-through fee percentage or payment processor behavior without a product decision.

[ ] RIA2159 (or equivalent repro job) reviewed: payment type, fee row presence, and whether $17.95 balance is correctly owed vs data error.
[ ] Product decision documented: expected client/staff experience when services paid but technology fee uncollected with fees not disabled.
[ ] If change is warranted: work order, invoice PDF, and/or action-flow invoice sends present a consistent story (implementation approach left to dev).
[ ] If no code change: support guidance added (internal) explaining service balance vs invoice balance including technology fee.

Attik