Money arrived by transfer, check, or cash. SettleWise needs to know about it.
Track
Money in
Phase
Record the money
Starts with
Money outside SettleWise
Ends with
Pending payment recorded
The payment did not come through an automatic channel. Accounting records it against the invoices it pays, with evidence.
Accounting opens Payments and clicks Add Manual Payment.
There is no payment button inside the invoice.
One payment can cover several invoices.
Use available credit can be ticked when the client has credit.
This is the key moment of the journey: the money is known but not applied. This is the key moment of the journey.
Owns money movement, registers, and reconciliation.
Automates emails, matching, reminders, and sync.
A Pending payment with its evidence.
Why: Validate it next.
Recording a payment is not applying it. Validation makes it official.