SettleWiseClientsClient identity
CL-05Read before acting

Read the client commercial picture

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

Read the balance of a client with an open invoice.

Before you start

Sign in as
Sales, accounting, or owner
Starting state
A client with at least one open invoice

Run the scenario

  1. 1AccountingSettleWise · Customers

    Open the client and read the balance card.

    Expected evidence

    Outstanding debt equals the open invoice amounts; credit shows separately.

Scenario completed

Next action chosen

Next step
Unclear→Owned by the right scope

If it does not match

  • If the balance looks wrong, check for payments still waiting validation.