Elaine MedSpa

Sales & Collections

Salesperson
Active Contracts
0
Outstanding Balance
$0.00
Past Due
$0.00
Accrued Interest
$0.00
Due Next 7 Days
$0.00
Due Next 30 Days
$0.00
Overdue Contracts
0
Collected This Month
$0.00

My Agreements

CustomerAgreementStatusBalancePast DueInterestNext DueAction

Elaine MedSpa

Internal Payment Agreement

Create, review and sign an internal financing agreement.

Customer
Purchase
Plan
Review
Sign
Complete

Customer & Sales Representative

Start with the client and sales ownership information.

This language controls the customer-facing agreement and final email.
Optional. Numeric Kommo Contact ID only.

Purchase Information

Record the package, commercial values and reason for using internal financing.

$
$
$

Payment Plan

Configure the down payment and installment schedule.

$
$
$
Agreement
$0.00
Down Payment
$0.00
Financed
$0.00
Installments
0

Payment Schedule Preview

#Due DateAmount
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 DateAmount
Creating the agreement will write the contract, installments, down payment and audit events to the financing database.

Customer Agreement & Signature

Review the agreement terms before the customer signs.

Loading agreement terms...

Customer Signature
Signature Preview
Preparing signature preview...

Sales Representative Signature

The Sales Representative confirms the agreement and collection ownership.

The Sales Representative / Collection Owner is responsible for operational follow-up and collection communication. This does not create personal financial liability for the Customer's debt.
Sales Representative Signature
Signature Preview
Preparing signature preview...

Agreement Ready to Finalize

Both signatures were recorded successfully.

Finalization will generate the signed PDF and send the configured emails when backend production switches are enabled.

Agreement Finalized

The final document has been generated and the workflow is complete.

Collections

Past-due agreements and upcoming collections.

CustomerAgreementStatusBalancePast DueNext DueAction

Payments

Recent payments linked to your agreements.

DateAgreementAmountMethodSourceCommissionable

Clinic Overview da Clínica

Consolidated agreements, collections, and receipts for the entire team.

Active Contracts
0
Balance Total
$0.00
Total Past Due
$0.00
Interest
$0.00
Due Next 7 Days
$0.00
Due Next 30 Days
$0.00
Past Due
0
Collected This Month
$0.00

Performance por Sales Representative

Sales RepresentativeAgreementsBalancePast DueCollected This MonthCommissionable

All os Agreements

Sales RepresentativeCustomerAgreementStatusBalancePast DueNext Due

Gerenciar Sales Representatives

Create, activate, and manage dashboard access and team permissions.