diff --git a/Distribution/docs/refactor_docs/order_invoice_lifecycle.md b/Distribution/docs/refactor_docs/order_invoice_lifecycle.md
index edd44f3..ab8ca51 100644
--- a/Distribution/docs/refactor_docs/order_invoice_lifecycle.md
+++ b/Distribution/docs/refactor_docs/order_invoice_lifecycle.md
@@ -1,12 +1,89 @@
 # [Refactor] Order/Invoice Lifecycle — Unified PO → Invoice Pipeline
 
-**Status**: Proposed (design only — no code changes yet)
+**Status**: Partially implemented — schema, API, and DB migration live on branch
+`feat/order-invoice-lifecycle`. Frontend, `LoadingSheet` wiring, and the cancellation cascade
+(Open Question 5) are not done. See [Implementation Status](#implementation-status) below for the
+as-built schema, which differs in a few small ways from the original design further down this
+document.
 **Refactors**: [../05_delivery_ride.md](../05_delivery_ride.md) and
 [../06_sale_ride.md](../06_sale_ride.md) (both kept as-is, this is the target design)
 **Related but independent**: [ride_lifecycle.md](./ride_lifecycle.md), [dispatch_pipeline.md](./dispatch_pipeline.md)
 
 ---
 
+## Implementation Status
+
+Everything below reflects what is actually in the database and codebase right now, not just the
+plan. The rest of this document (Data Model Changes onward) is kept as the original design record —
+where the two disagree, this section wins.
+
+### `Orders` (existing table, altered)
+
+| Field | Type | Notes |
+|---|---|---|
+| `FK_SaleId` | `char(36)`, nullable | Changed from required to nullable, as designed. |
+| `CreatedByUserId` | `char(36)`, required | **Added — not in the original diagram below.** The
+original design had no way to know who created a PO or to answer the `agentId` filter Mode B's own
+endpoints require once a PO can exist without a Sale. Backfilled for every pre-existing row from its
+linked Sale's `CreatedByUserId`. FK → `Users`. |
+| `ConfirmedAt` | `datetime`, nullable | **Added — not in the original diagram below.** The design
+never named a field for "is this PO confirmed" independent of an Invoice existing (Mode B confirms
+with no Invoice at all), so this was added to actually gate item-editing per Business Rule 1. Null =
+Shop PO, set = Confirmed PO. |
+| `ConfirmedByUserId` | `char(36)`, nullable | **Added**, alongside `ConfirmedAt`. FK → `Users`. |
+| `InvoiceId` | `char(36)`, nullable | As designed — plain column, no DB-level FK constraint. |
+
+### `OrderItems` (existing table, altered)
+
+| Change | Notes |
+|---|---|
+| Primary key | Changed from the composite `(FK_OrderId, FK_ItemId)` to the single inherited `Id`
+column. **Required for versioning to work at all** — the original composite key made it impossible
+for two rows to exist for the same PO+item (one soft-deleted, one active), which item-editing needs.
+Not called out explicitly in the original design below. |
+| `IsActive` | Already existed via the `Template` base class; now actually used to mark old versions
+inactive on every edit. |
+| New index | `IX_OrderItems_FK_OrderId` (standalone — previously implied by the composite key). |
+
+### `Invoices` (new table)
+
+| Field | Type | Notes |
+|---|---|---|
+| `Id` | `char(36)` | PK |
+| `FK_OrderId` | `char(36)`, required | FK → `Orders` |
+| `Status` | `int` (`InvoiceStatus`) | `Draft` / `Printed` / `Finalized` |
+| `CreatedByUserId` | `char(36)`, required | FK → `Users`. Named `CreatedByUserId` in code, not
+`CreatedBy` as in the diagram below — matches this codebase's existing naming convention
+(`Sale.CreatedByUserId`, etc.). |
+| `PrintedAt` | `datetime`, nullable | |
+| `PrintedByUserId` | `char(36)`, nullable | FK → `Users`. Same naming note as above. |
+| `FinalizedAt` | `datetime`, nullable | |
+| `FinalizedByUserId` | `char(36)`, nullable | FK → `Users`. Same naming note as above. |
+| `TotalAmount` | `decimal` | |
+| `IsActive`, `CreatedAt` | from `Template` | |
+
+### API endpoints implemented
+
+`POST /api/orders` (independent PO creation, replacing the old "created from Sale" behaviour),
+`PUT /api/orders/{id}/items` (versioned rewrite), `POST /api/orders/{id}/confirm` (Mode B),
+`POST /api/orders/{id}/confirm-and-create-invoice` (Mode A), `GET /api/orders/confirmed`
+(filtered by `agentId`/`routeId`/`shopId`), `POST /api/orders/{id}/cancel`; `POST /api/invoices`
+(Mode B), `POST /api/invoices/{id}/print`, `POST /api/invoices/{id}/finalize` (using the resolved
+payload from Open Question 6 below). Both modes exist side by side, gated at runtime by the
+`OrderInvoice:InvoiceCreationMode` config flag (`appsettings.json`, defaulted to `"B"`).
+
+### Not implemented yet
+
+- Frontend (no UI changes made).
+- `LoadingSheet` population still needs its own wiring per [loading_event.md](./loading_event.md) —
+  untouched by this pass.
+- Cancellation cascade to `Invoice`/`LoadingSheet` (Open Question 5) — still unresolved; cancelling a
+  Confirmed PO with a linked Invoice today leaves the Invoice untouched.
+- `Payment`/`Invoice` wiring from [invoice_collection.md](./invoice_collection.md) — separate doc,
+  not started.
+
+---
+
 ## Goal
 
 Replace the Delivery-vs-Sale ride-type split with a single unified pipeline. The PO and Invoice are
@@ -201,9 +278,38 @@ Draft → Printed → Finalized
    already has a linked Invoice, what happens to that Invoice (voided? stays Draft?) is unresolved.
    If the PO's items were pulled into a loading sheet, what happens to those loading sheet items is
    also unresolved. Both cases need explicit cascade rules before implementation.
-6. **Exact adjustment payload for `POST /finalize`** — quantity adjustments, returns, damage, and
-   discounts are assumed but the payload shape is not fully specified. "Free issues" handling (items
-   given to the shop at no charge) is a known case that needs its own field(s) in the payload.
+6. ~~**Exact adjustment payload for `POST /finalize`**~~ — **Resolved:**
+
+   ```
+   POST /api/invoices/{id}/finalize
+   {
+     "items": [
+       { "orderItemId": Guid, "deliveredQuantity": decimal, "freeQuantity": decimal }
+     ],
+     "returns": [
+       { "itemId": Guid, "quantity": decimal, "reasonCode": ReturnReasonCode }
+     ],
+     "discount": { "type": "Amount" | "Percentage", "value": decimal, "reason": string? } | null
+   }
+   ```
+
+   - `items[].deliveredQuantity` — what the shop actually received per line, replacing the ordered
+     `OrderItem.Quantity` for billing purposes. Captures shortages/quantity edits the agent
+     handwrote on the printed copy.
+   - `items[].freeQuantity` — **the free-issue field this document previously flagged as missing.**
+     Units given to the shop at no charge on top of `deliveredQuantity`. Contributes `0` to
+     `Invoice.TotalAmount` but is still recorded per line for stock/audit — it moves stock the same
+     as a sold unit, it just isn't billed.
+   - `returns` — **reuses the existing `SaleReturn`/`SaleReturnItem`/`CreditNote` shape from
+     [18_returns_claims.md](../18_returns_claims.md) instead of inventing a parallel mechanism.**
+     Finalize creates a `SaleReturn` (`Mode = CreditDeduction`) keyed to the PO's `Order` with one
+     `SaleReturnItem` per entry, which produces a `CreditNote` the normal way. "Damage" is not a
+     separate field — it's `ReasonCode = Damaged` on a return line, since `ReturnReasonCode` already
+     covers it (`Expired, Damaged, OrderError, Other`).
+   - `discount` — a single amount-or-percentage adjustment applied to the invoice subtotal, with an
+     optional free-text reason for audit. Not per-line; one discount per invoice for v1.
+   - `Invoice.TotalAmount` at Finalize = `Σ(items[].deliveredQuantity × OrderItem.UnitPrice)`
+     − discount − `Σ(CreditNote.Amount from returns)`. `freeQuantity` never enters this sum.
 
 ---