A guide earned fees and still owes an advance.
Track
Guide advances
Phase
Recover the debt
Starts with
Earnings payable and debt
Ends with
Guide settlement
Finance pays the guide's earnings and keeps part, or all, to cancel the debt. Only the cash part leaves a register.
Finance pays the guide's Trailhead guide earnings bill in Bills.
Settle guide earnings opens with the earnings payable and the eligible debt.
Debt is applied oldest first, and the total can't exceed the earnings.
A debt-only settlement needs only a date and creates no register movement.
The review shows earnings settled, cash paid, debt offset, and what remains. This is the key moment of the journey.
A cash payout exists only when cash is above zero. The guide sees the lower debt in the app.
Owns money movement, registers, and reconciliation.
Requests advances in Trailhead and repays them from earnings.
Automates emails, matching, reminders, and sync.
The request, how the money left, and the guide's debt before and after.
Why: Record what the guide owes without counting money twice.
The request status and the personal advance debt in the Trailhead app.
Why: Know what was given and what is still owed.
Recovering debt moves no cash; only the cash part leaves a register.