People say "the client" for the person, the bill, and the balance at once. Those are three different things.
Track
Shared concept
Phase
Shared language
Starts with
Mixed words
Ends with
Three clear records
A conversation mixes the guest, the sold program, and the money. The Playbook keeps them apart.
Someone asks what "the client owes" means.
It exists before and after any invoice.
This is the key moment of the journey: the bill has its own record. This is the key moment of the journey.
Payments live in Payments, not on the client.
Reminders follow invoice due dates, not the client name.
Works with the client record and commercial decisions.
Owns money movement, registers, and reconciliation.
Automates emails, matching, reminders, and sync.
Customers shows people and balances; Invoices shows sold programs.
Why: Open the right screen.
Start from the client, then open the invoice. Never treat the name as the bill.