Build from commercial activity
Generate invoices around the buyer and relevant period. Keep the call charges connected to the commercial terms that produced them.
Buyer invoicing
Give every invoice a call history behind it.
Create buyer invoices, review payment status, and keep adjustments connected to the underlying calls.
Billing & payouts · Built for US call workflowsCall → earnings → payment
- 01Invoice
Buyer and billing period
- 02Supporting detail
Qualified call charges
- 03Status
Payment reviewed separately
Choose the buyer and period
Review the commercial activity that belongs on the invoice.
Call → earnings → payment
- 01Invoice
Buyer and billing period
- 02Supporting detail
Qualified call charges
- 03Status
Payment reviewed separately
Generate and inspect
Check the invoice and its supporting charges before acting on it.
Call → earnings → payment
- 01Invoice
Buyer and billing period
- 02Supporting detail
Qualified call charges
- 03Status
Payment reviewed separately
Track payment and corrections
Record the result and keep any adjustment connected to its source.
Explore the steps above. Sample details show the workflow, not a live account.
Billing & payouts
What changes in your day.
An invoice is easier to discuss when the team can explain what created it. Connect commercial call activity with invoice records so the amount, qualification, and any later correction can be reviewed together.
Review payment status
Track the invoice through the available payment and reconciliation workflow. A created invoice and a confirmed payment are different events.
Keep corrections explainable
Use adjustments when a reviewed call changes what is owed. Preserve the connection between the original charge and the correction.
From setup to review
Put it to work.
- 01
Choose the buyer and period
Review the commercial activity that belongs on the invoice.
- 02
Generate and inspect
Check the invoice and its supporting charges before acting on it.
- 03
Track payment and corrections
Record the result and keep any adjustment connected to its source.
A closer look
Useful answers before you start.
Explore the workflow above, then bring your own requirements to an early-access conversation.
Does creating an invoice mean it has been paid?
No. The invoice records an amount due. Payment status and reconciliation are separate steps in the financial workflow.
Can I review what a charge came from?
The financial workflow keeps charges and adjustments associated with the underlying commercial call activity so your team can investigate an amount.
Meet your next growth tool
Let’s connect the dots on your calls.
Get an early look at Lead Source, built for the way your business handles calls.