The partners calendar — who does what, and when
8 use cases across 4 roles, placed by when they happen. Each one opens as a numbered sequence with the screen behind every step — nothing here is advice we have not carried out in the product. Filter to your own role, or read it once to know what lands on your desk and from whom.
Nothing matches that. Try a shorter word, or pick Everyone.
Handovers — who passes what to whom
Finance rarely breaks inside a job. It breaks at the join: a bill nobody approved, a receipt nobody allocated, a month closed before the tax agent had it.
| When this happens | From → to | What happens next |
|---|---|---|
| A company signs up through the partner's link, or matches a registered deal | Client company → Partner owner and sales Partner portal » Clients | The company appears on Clients, credited to the partner. A deal registered by another partner first wins; the platform's partner team decides a conflict. |
| A client pays an invoice | Client company → Partner owner and finance Partner portal » Commission | A commission line appears, Pending, with the day its hold ends. A refund inside the hold removes the line before anything is paid. |
| The payout run on the 15th | Platform partner team → Partner finance Partner portal » Payouts; Platform » Partners » Payouts | A payout with its VAT; with self-billing consent the platform issues the invoice itself. Without consent the payout waits for the partner's own invoice. |
| A payout is sent | Platform partner team → Partner finance Partner portal » Documents | The payment advice and the invoice are issued as PDFs. The sandbox rail used for testing moves no money. |
| A new version of the agreement is published | Platform partner team → Partner owner Partner portal » Agreement | The owner is asked to accept it at the next sign-in. Until it is accepted, the portal shows only the documents. |