SettleWiseAccounting & QuickBooksShared concept
CX-01Shared language

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

Compare sales and cash for one month.

Before you start

Sign in as
Owner, admin, or accounting with the Accounting add-on

Run the scenario

  1. 1OwnerSettleWise · Accounting → Income Statement

    Use Monthly Focus and compare Net sales with Cash.

    Expected evidence

    Net sales include unpaid invoices; Cash shows what was collected.

Scenario completed

Sold, then collected

Reading of results
Cash-based guess→Sales by invoice date

If it does not match

  • If a sale is missing, check the invoice's issue date and that it is not voided.