Sales & Collections Portal
Access your dashboard, create new agreements, and manage collections and payments.
Sales & Collections
My Agreements
| Customer | Agreement | Status | Balance | Past Due | Interest | Next Due | Action |
|---|
Elaine MedSpa
Internal Payment Agreement
Create, review and sign an internal financing agreement.
Customer & Sales Representative
Start with the client and sales ownership information.
Purchase Information
Record the package, commercial values and reason for using internal financing.
Payment Plan
Configure the down payment and installment schedule.
Payment Schedule Preview
| # | Due Date | Amount |
|---|---|---|
| Complete the payment plan to preview installments. | ||
Review Before Creation
Confirm the information below. The backend will recalculate and validate all financial values.
Schedule
| # | Due Date | Amount |
|---|
Customer Agreement & Signature
Review the agreement terms before the customer signs.
Loading agreement terms...
Sales Representative Signature
The Sales Representative confirms the agreement and collection ownership.
Agreement Ready to Finalize
Both signatures were recorded successfully.
Agreement Finalized
The final document has been generated and the workflow is complete.
Collections
Past-due agreements and upcoming collections.
| Customer | Agreement | Status | Balance | Past Due | Next Due | Action |
|---|
Payments
Recent payments linked to your agreements.
| Date | Agreement | Amount | Method | Source | Commissionable |
|---|
Clinic Overview da Clínica
Consolidated agreements, collections, and receipts for the entire team.
Performance por Sales Representative
| Sales Representative | Agreements | Balance | Past Due | Collected This Month | Commissionable |
|---|
All os Agreements
| Sales Representative | Customer | Agreement | Status | Balance | Past Due | Next Due |
|---|
Gerenciar Sales Representatives
Create, activate, and manage dashboard access and team permissions.