SettleWiseClientsClient identity
CL-01Know the client

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

Create a sample client with an email and see it ready for an invoice.

Before you start

Sign in as
Sales, accounting, or owner
Sample data
A test name and an email you control

Run the scenario

  1. 1SalesSettleWise · Customers

    Click New customer, choose Individual, enter the name and email, keep No relationship, and click Add Customer.

    Expected evidence

    The client appears in Customers with a $0 balance.

Scenario completed

Client ready to bill

Client record
Not in SettleWise→Active, zero balance

If it does not match

  • If Add Customer stays disabled, add an email or link a partner with an email.
  • If SettleWise says the email already belongs to another customer, search for that client instead.