Record a client

A new guest or organization needs a place in SettleWise before anyone can sell them a program.

Track

Client identity

Phase

Know the client

Starts with

Unknown guest

Ends with

Client ready to bill

The situation

The lodge is about to sell a program to someone who is not in SettleWise yet. The client must exist, with someone who can receive the bill.

Sales opens Customers and clicks New customer.

SalesSystem

1
Sales chooses Individual or Organization and enters the name
Sales
Organizations also need a contact person.
2
Sales adds the email, phone, and address that are known
Sales
The email can stay empty only when a partner receives the invoices.
3
Sales chooses the billing relationship: none, commission partner, or hierarchy parent
Sales
Agencies are commission partners; parents are only real billing families.
4
Sales chooses who receives invoices and receipts
Sales
This is the key moment of the journey: the bill has a destination. This is the key moment of the journey.
5
SettleWise enables Add Customer and saves the client
System
The button stays disabled until the form has a valid delivery path.

Sales

Works with the client record and commercial decisions.

System

Automates emails, matching, reminders, and sync.

Sales

The new client in Customers with a zero balance.

Why: Create the first invoice next.

System

A complete form with a valid way to deliver invoices.

Why: Never keep a client nobody can bill.

A client exists before any invoice, and it always has someone who can receive the bill.