Before chasing money or sending another invoice, the lodge needs one picture: what is owed, what credit is waiting, and the net.
Track
Client identity
Phase
Read before acting
Starts with
Question about a client
Ends with
Next action chosen
Accounting or the owner wants to decide the next commercial action for one client.
Accounting or the owner opens a client.
Filters for debts or credits help find clients that need attention.
This is the key moment of the journey: one number tells who owes whom. This is the key moment of the journey.
The timeline shows what was sent and when.
The action itself happens in Invoices, Payments, Credits, or Reminders.
Owns money movement, registers, and reconciliation.
Reads the commercial picture and escalates exceptions.
Automates emails, matching, reminders, and sync.
Available credit, outstanding debt, and net balance.
Why: Understand the relationship at a glance.
Invoices, payments, credits, and the timeline.
Why: Choose to invoice, collect, or apply credit.
The client record explains the relationship. It does not collect, credit, or send.