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

Team Payments

Admins only

Commission on cash received in August 2026 - Sat, Aug 1, 2026 - Mon, Aug 31, 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
£0
All cash this month (payments minus refunds) — matches the dashboard
Base pay
£3,516
Fixed monthly base (paid regardless of cash)
Setter commission
£0
On cash received this month
Closer commission
£0
On cash received this month
Total Payout
£3,516
Base + setter + closer commission
Payments
0
Cash events received this month
Needs Review
0
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
No payments received this month.
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
Data quality (for admins)
Undated cash events0
Refunds linked via parent0
Refunds with no parent found0
Deleted/cancelled appointments0
Payments missing a setter/closer0
Duplicate-name identities0

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