SettleWisePrograms & InvoicesShared concept
CX-01Shared language

The sold program is the invoice

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

Find a sold program in Invoices.

Before you start

Sign in as
Sales, accounting, or owner

Run the scenario

  1. 1SalesSettleWise · Invoices

    Open any invoice and read its lines, event date, and due dates.

    Expected evidence

    The whole sale is on that one record.

Scenario completed

One record

Where the sale lives
Program and invoice→The invoice

If it does not match

  • If the program is missing, it was never invoiced.