Lodges talk about "the program" as if it lived beside the invoice. In SettleWise it does not.
Track
Shared concept
Phase
Shared language
Starts with
Program and bill apart
Ends with
One record
What was sold, the event date, and the payment structure all live on one invoice.
Someone asks where the booked program is recorded.
The client exists before and after the sale.
This is the key moment of the journey: there is no separate program record. This is the key moment of the journey.
Not two invoices.
Field programs in Trailhead are operations, not this bill.
Works with the client record and commercial decisions.
Owns money movement, registers, and reconciliation.
Invoices is the list of sold programs.
Why: Find any sale in one place.
If you sold it, it is on the invoice.