SettleWise Docs

Scenario map

Follow the operating track, open a scenario, and see where responsibility changes hands.

1 tracks8 scenarios

Program invoice

Compose the invoice, decide when to ask, and keep it true until it is paid.

Primary path

When the sale needs a different shape

One payment instead of two, or a line included for free.

Shared operating concept

Lodges talk about "the program" as if it lived beside the invoice. In SettleWise it does not.

SettleWise

These alerts depend on records in this scope. The responsible person corrects the trusted source before the next step in the money loop.

2 alerts

A name in this matrix documents operating coverage; it does not grant application access by itself.

Operational alert responsibility matrix
Alert	When	Source scope	Trigger summary	Responsibility	Coverage	Status
Open invoice is overdue	Now	Programs & Invoices	A sent invoice still has an unpaid phase after its due date.	Primary: Accounting follows the balanceEscalation: Owner when the client relationship is at risk	Primary: AccountingBackup: Sales	Needs review
Two-phase deposit still missing	Prepare	Programs & Invoices	The first phase of a two-phase invoice is still open close to the event date.	Primary: Sales confirms the client commitmentEscalation: Owner before cancelling or rewriting the program	Primary: SalesBackup: Accounting	Needs review