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Commercial | Payments

Know where revenue stands.

Record payments, verify receipts, allocate to invoices and services, and report collections, with immutable rows and reference-linked audit trails.

VerifiedRevenue tracked
ImmutablePayment rows
LinkedTo services

See it in context

The business problem

Finance receives payments through multiple modes and references. Without a verification step, revenue numbers disagree between sales and finance; allocations to the wrong service are hard to trace.

How TradePacer CRM solves it

Payments capture amount, mode, and reference fields, then move through verification before allocation. Original payment rows are not deleted, corrections use refund records. Sales contributions split revenue across agents.

Key workflows

How teams use Payments & Revenue

  1. 01

    Issue invoice

    Draft and issue invoices with PDF documents linked to the customer.

  2. 02

    Record payment

    Capture payment with mode, reference/UTR, and amount, status pending verification.

  3. 03

    Verify

    Finance confirms receipt; verified payments become available for allocation.

  4. 04

    Allocate

    Apply payment to invoice lines and subscriptions; balances update accordingly.

  5. 05

    Report

    Revenue and collections reports aggregate verified amounts with contributor splits.

Payment integrity by design

Each payment links to customer, optional subscription, and sales contributors. Pending verification queues keep unconfirmed receipts visible.

Connected in the platform

Works with the rest of your operation

Client Management Customer context Reports & Analytics Revenue dashboards Sales & Follow-ups Contributor attribution

Role & use case

Built for finance and sales managers

Payroll/finance roles verify and allocate payments. Sales managers view revenue reports within team scope. Sensitive actions require explicit permissions.

Frequently asked questions

Can payments be deleted?

Payment rows are immutable after processing. Corrections use refund or reversal records to preserve audit history.

What reference fields are supported?

Payment capture includes configurable reference fields suitable for UTR, transaction ID, or internal reference numbers via lookup configuration.

How does sales allocation work?

Sales contributions on opportunities and subscriptions split verified payment amounts across unlimited agent roles such as primary and assist.

See Payments & Revenue in a live demo

Walk through these workflows with our team, tailored to your modules and roles.

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