Live demo — sample data, not real clients. Built by Sauban Bhura.

Team Payments

Admins only

Commission on cash received in June 2026 - Mon, Jun 1, 2026 - Tue, Jun 30, 2026 - Europe/London

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Collections email
Used for the direct collector email link in failed-payment cases.

Failed-payment queue

First failed payment attempts create a dashboard case and GHL tag/note. The collector email action opens a manual draft.

0 open
ProspectProviderFailedReasonGHLActions
No open failed-payment cases.
Record verified payment
Admin fallback for payments while the real payment processor is unknown. Every entry is audited before it changes payout totals.
Add an amount plus a booking or buyer email.
Cash received
£34,250
All cash this month (payments minus refunds) — matches the dashboard
Base pay
£3,516
Fixed monthly base (paid regardless of cash)
Setter commission
£1,438
On cash received this month
Closer commission
£4,480
On cash received this month
Total Payout
£9,434
Base + setter + closer commission
Payments
14
Cash events received this month
Needs Review
2
Unattributed or undated cash
Every payment received this month
Each payment credits only its own deal's setter and closer. A prior-month close paying this month appears here too. Per-line commissions are display estimates; the payable total per person is on the Payday tab.
ProspectPaidCloseSetterCloserAmountSetter commCloser commTypeSource
Olivia Bennett
Jun 5, 2026, 2:00 PMClosed this month
Fri, Jun 5, 2026
Sam Patel
Jordan Blake
£5,000£200£500PIFStripe
Liam Walsh
Jun 6, 2026, 2:00 PMClosed this month
Sat, Jun 6, 2026
Riley Cooper
Taylor Reed
£4,500£180£675PIFStripe
Jack Wilson
Jun 8, 2026, 2:00 PMClosed this month
Mon, Jun 8, 2026
Sam Patel
Jordan Blake
£1,500£60£150Payment planKajabi
Emma Thompson
Jun 9, 2026, 2:00 PMClosed this month
Tue, Jun 9, 2026
Jamie Fox
Casey Lin
£6,000£240£900PIFStripe
Noah Clarke
Jun 11, 2026, 2:00 PMClosed this month
Thu, Jun 11, 2026
Morgan Hayes
Jordan Blake
£3,500£140£350PIFStripe
Sophia Evans
Jun 12, 2026, 2:00 PMClosed this month
Fri, Jun 12, 2026
Riley Cooper
Taylor Reed
£1,200£48£180Payment planKajabi
Henry Foster
Jun 13, 2026, 2:00 PMUnknown close date
Unassigned setter
Unassigned closer
£800£40£120PIFStripe
Ava Robinson
Jun 14, 2026, 2:00 PMClosed this month
Sun, Jun 14, 2026
Drew Walsh
Taylor Reed
£5,500£275£825PIFStripe
Mia Turner
Jun 16, 2026, 2:00 PMClosed this month
Tue, Jun 16, 2026
Morgan Hayes
Jordan Blake
£750£30£75DepositStripe
Isla Murphy
Jun 17, 2026, 2:00 PMClosed this month
Wed, Jun 17, 2026
Alex Morgan
Casey Lin
£4,000£200£600PIFStripe
Olivia Bennett
Jun 18, 2026, 2:00 PMClosed this month
Fri, Jun 5, 2026
Sam Patel
Jordan Blake
-£500-£20-£50PIFStripe
George Hughes
Jun 18, 2026, 2:00 PMClosed this month
Thu, Jun 18, 2026
Jamie Fox
Casey Lin
£1,000£40£150Payment planKajabi
Harry Scott
Jun 19, 2026, 2:00 PMClosed this month
Fri, Jun 19, 2026
Drew Walsh
Taylor Reed
£500£25£75DepositStripe
Jack Wilson
Jun 20, 2026, 2:00 PMClosed this month
Mon, Jun 8, 2026
Sam Patel
Jordan Blake
£500£20£50Payment planKajabi
Unattributed cash - recorded but NOT payable
Cash received this month from buyers with no booking in the system, so no setter or closer can be credited. Recorded for the ledger but excluded from every rep's payout - pay these once a buyer-to-rep mapping is provided.
Unattributed cash (GBP)
£1,850
Refunds in bucket
£0
Buyers
2
Attribute orphan cash — all time
£1,850 received from 2 buyers (2 payments) with no booking. Most of this is organic/ad cash with no rep — select those and Dismiss. For a buyer a rep earned, pick a setter + closer and Attribute to create one deal dated to their first payment. Duplicates are already collapsed.
2 buyers
BuyerTotalPaymentsSetterCloserActions
Poppy Richardson
poppy.richardson@example.com
£1,200
Wed, Jun 10, 2026
Theo Bennett
theo.bennett@example.com
£650
Mon, Jun 15, 2026
Needs review - cash not yet payable
Unattributed commission held back: £160 to pay once fixed. Undated cash needs a payment date before it counts in any month.
ProspectPaidRoleReasonAmountCommission
Henry FosterJun 13, 2026, 2:00 PMsetterRefund parent not found£800£40
Henry FosterJun 13, 2026, 2:00 PMcloserRefund parent not found£800£120
Data quality (for admins)
Undated cash events0
Refunds linked via parent0
Refunds with no parent found1
Deleted/cancelled appointments0
Payments missing a setter/closer0
Duplicate-name identities0

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