Playbook
Interactive operating guide for SettleWise commercial journeys
The SettleWise Playbook is the interactive operating guide. It explains scopes, responsibility changes, and end-to-end scenarios. It is not a collection of feature reference pages.
Start at the SettleWise Playbook. Open Operating scopes, then follow Clients as the commercial spine and Programs & Invoices as the first available reference.
| Product guide | Playbook scope |
|---|---|
| Features · Customers | Clients |
| Features · Invoices | Programs & Invoices |
| Features · Payments | Payments & Reconciliation |
| Features · Credits | Credits & Exceptions |
| Features · Reminders | Collections & Reminders |
| Features · Registers | Registers & Cash |
| Add-ons · Payouts | Payouts |
| Add-ons · Accounting | Accounting & QuickBooks |
| AI Assistant | AI Assistant |
The Playbook is available in English and Spanish. Portuguese documentation stays in this guide; the interactive Playbook opens in English.