QuickBooks
Saved invoice
What’s included
Check fees, billing dates, and terms. Preview changes, approve, then download the saved invoice PDF.
Know what’s earned.
See when it’s due.
Contract → agreed rate → commission → payout date.
Book a product demo ↗Source contract
Annual service agreement- Contract value
- $12,000
- Commission rate
- 8%
Calculated commission$960.00
$12,000 × 8%
Payout timing
Per agreementAn earned amount and its payout date are separate. Confirm the terms before scheduling payment.
Your connected workspace
Keep the work moving.
CONTRACTS
Say it. Review it. Sign it.
Voice → draft → DocuSign
BILLING
Less retyping. Clearer billing.
Contract fees → review → invoice
FOLLOW-UPS
Keep the next step moving.
Agreed rules → scheduled reminder
Illustrative examples · Connections and optional workflows are agreed during setup.
Explore each connection
Xero
Invoice schedule
What’s included
Review the schedule and accounting details in a connected test company before agreeing your live setup.
Voice → DocuSign
Signature request
What’s included
Review client details, scope, fees, dates, and recipients before sending. Follow saved records and signature status.
Client reports
Reviewed PDF
What’s included
Prepare a client update from analytics information. Edit the draft and download it for review and sharing.
Team review
Track the status
What’s included
Keep change requests, review notes, and corrections in one place.
Receipts & follow-ups
Next action
What’s included
Optional receipt processing and subscription reminders. Configure intake, review, timing, and approved messages for your workflow.
Questions before you get started.
What does the dashboard do for our business?
Sales Commission brings contract records, commission calculations, payout dates, and reports into one place. It helps sales and finance answer what was earned and what is scheduled next. Billing, voice-to-contract, and client reporting tools can support the work around it.
How do QuickBooks, Xero, and DocuSign fit in?
QuickBooks supports reviewed invoice workflows, including upfront and monthly charges. Xero supports a separate invoice test workflow. Voice-to-contract helps you review spoken or typed details before a DocuSign signature request. These connections are demonstrated with test accounts; live use is agreed and validated during setup.
How much does it cost?
It depends on your commission rules, source records, and the workflows you want connected. We agree the setup, responsibilities, and pricing with you before starting.
More questions
Who designs and reviews the dashboard?
The dashboard is designed and reviewed by Angela Hernandez, CPA, MBA. Her accounting expertise guides the source records, calculations, and review steps that help your team understand the numbers and approve the next action.
Will it send monthly subscription follow-ups or process receipts?
Receipt processing and monthly subscription follow-ups are optional workflows configured for your business. We agree how records come in, which checks are needed, and what the dashboard should do next, including follow-up timing and approved messages. Your setup includes the workflows you need.
Can we see a demonstration?
Yes. Bring one typical contract and tell us where your team repeats data entry or loses time chasing an answer. We will show the commission dashboard and the connected workflows relevant to your business.
Does automation replace financial oversight?
Your team still checks exceptions and approves important actions. The dashboard makes the records, calculations, and proposed changes easier to review before a payout, invoice, or signature request moves forward.
Do you offer services beyond commissions?
Yes. We also help with sales and accounting operations, financial reporting and analytics, payroll workflows, and document processing.
Continue to
How it works
See one workflow from start to finish.