The deal follows its invoice and its commission

What moves

When accounting drafts, settles or voids the invoice it raised for a deal's order, the deal shows Invoiced, Paid or Voided with a timeline note, and commission payouts become earned or are clawed back.

Before you start

• Both modules in your plan, plus sales orders
• The deal's order was delivered and invoiced by accounting
• The setting 'Deal follows its invoice' left on (it is on by default)

Step by step

1. Sales order clerkSales Orders & Fulfilment

   Delivers the order that came from the deal.

   You see:The order is marked delivered.

2. SystemAccounting & E-Invoicing

   Drafts the customer invoice for the delivered order, carrying the deal reference (or when it is dispatched, if your company chose that).

   You see:The invoice exists in accounting.

3. SystemCRM & Sales Pipeline

   Stamps the deal as Invoiced and adds a note to its timeline.

   You see:The deal page shows the invoice chip and, if your commission basis is Invoiced, the payout becomes earned.

4. AccountantAccounting & E-Invoicing

   Records the customer's payment.

   You see:The invoice is paid.

5. SystemCRM & Sales Pipeline

   Marks the deal Paid and, if your commission basis is Paid, earns the payout.

   You see:The salesperson sees the cash arrived without asking finance.

6. AccountantAccounting & E-Invoicing

   Voids the invoice if it was raised in error.

   You see:The invoice is voided.

7. SystemCRM & Sales Pipeline

   Marks the deal Voided and claws back pending and approved payouts.

   You see:The commission history shows the claw-back.

Related

• Accounting & E-Invoicing
• CRM & Sales Pipeline
• Till takings post as one entry or one invoice per order
• Work in progress is posted to the ledger
• A certified claim becomes an invoice in Accounting
• A delivered order is invoiced and paid
• A device certificate is renewed before it expires
• Connections between modules