SettleWise Docs

Scenario map

Follow the operating track, open a scenario, and see where responsibility changes hands.

1 tracks8 scenarios

Client identity

Record the client, follow the commission partner path or the real parent-child path, then read the balance.

Primary path

When an agency earns commission

Link the partner, set the rate, and choose who receives the invoices.

When billing is a real family

Use hierarchy only when a family or company truly pays for its members.

Shared operating concept

People say "the client" for the person, the bill, and the balance at once. Those are three different things.

Agencies and group formers bring guests and earn commission. They are not the guests' parent.

SettleWise

These alerts depend on records in this scope. The responsible person corrects the trusted source before the next step in the money loop.

1 alerts

A name in this matrix documents operating coverage; it does not grant application access by itself.

Operational alert responsibility matrix
Alert	When	Source scope	Trigger summary	Responsibility	Coverage	Status
Large client credit unused	Close	Credits	A client carries a material credit balance that has not been applied to a new invoice.	Primary: Sales reads the commercial picture before the next saleEscalation: Accounting when the credit source is unclear	Primary: SalesBackup: Accounting	Needs review