Invoicing and collection

Invoice commission on delivery, record receipts and let paid deals settle themselves.

Step by step

Delivered Broker

The Broker moves the deal to Delivered when the goods have arrived.
- In Delivery to Delivered
- Updates Deals
Invoicing Automatic

Every Unbilled line on the deal becomes Invoiced, dated that day, with a due date of that day plus the client’s credit days, or 30 days.
- Unbilled to Invoiced; due date from credit days
- Updates Commission lines, Clients
Receipt Accounts

Accounts records each payment against its line with amount, date, mode and reference; the receipt’s party is filled from the line.
- Payment recorded against a line
- Updates Commission receipts
Paid Automatic

When receipts cover the line’s final commission, the line becomes Paid.
- Invoiced to Paid when fully received
- Updates Commission lines
Settlement Automatic

When every line on the delivered deal is Paid or Waived, the deal moves to Settled.
- Delivered to Settled
- Updates Deals, Commission lines
Follow-up Accounts

Accounts follows invoiced lines past their due date and sends client statements.
- Overdue lines chased; statement sent
- Updates Commission lines, Clients

Start free, then use Proto to change fields, steps and approvals before your team goes live.