A sale counts when the invoice is issued

People expect sales to appear only when money arrives.

Track

Shared concept

Phase

Shared language

Starts with

Sold equals collected

Ends with

Sold, then collected

The situation

The Income Statement shows sales from issued invoices; collections are read in Payments, Registers, and the Cash card.

The owner sees sales higher than collections.

OwnerAccounting

1
An issued invoice is a sale on its issue date, paid or not
Owner
This is the key moment of the journey: selling and collecting are two moments. This is the key moment of the journey.
2
A voided invoice stops being a sale
Accounting
Credit memos and refunds follow their own rules.
3
Collections show in Payments, Registers, and the Cash card
Accounting
Only validated payments count.
4
Bills count as costs on their date, even if paid later
Owner
Costs mirror sales: recorded when incurred.

Owner

Reads the commercial picture and escalates exceptions.

Accounting

Owns money movement, registers, and reconciliation.

Owner

Net sales and Cash on separate KPI cards.

Why: Not confuse a good season with money in the bank.

Sold is not collected. Read sales and cash separately.