Follow one sale from the call to the payslip
This is what happens in Bizestra when Rachel closes a deal on Tuesday morning.
The deal moves to Won
Rachel drags Hartwell Dental from Proposal to Won on the pipeline board. The stages are the ones her company chose, from a template for its kind of business or built by hand. Bizestra warned her earlier that Hartwell was already a customer under another spelling, so nobody got double-called.
The invoice goes out from the same screen
One click makes the invoice from the deal, in the design her company picked, with its bank details, payment link and terms on it. It is emailed to the client, and Bizestra records when they open it.
Money changes wait for a yes
Rachel gave a 5% discount. Changes to money on a closed deal wait for the sales manager, so totals only change when someone accountable agrees. When the transfer arrives, the invoice is marked paid.
Her score and commission move by themselves
The paid deal counts toward her score and commission the moment it settles. If it's refunded later, it comes off, by the formula you set.
The payslip writes itself
At month end payroll pulls her sales, attendance and leave, in her currency. You check it, publish it, and she opens her payslip in the app.