CRM & Sales · Workflow
Won deal to invoice and commission
One won deal starts cash, delivery and incentives across apps.
Step by step
Each step is a governed Action: it is permission-checked, logged, and either reversible or compensated.
- 1
An accepted quote or won deal creates an invoice or subscription draft in Billing with identical lines and GST.
- 2
Billing issues the invoice as its own approved Action.
- 3
Client work items and an onboarding plan are created from templates.
- 4
Commissions generates credits on deal won or invoice paid, per plan rules.
- 5
At period close, approved payouts flow to Payroll for employees or Payables for partners.
More CRM & Sales workflows
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