Recently touched
- 2025-08-14 Adjust CSV export from UnitedHome Frozen
- 2025-06-12 Kickoff Done
- 2025-04-07 Update UL invoice templates Done
- 2025-03-19 Analysis: EasyBill's templates (custom company data to make the escrow thing work) Done
- 2025-03-19 Add production api access make - easybill Done
What we built
- 01
Contract Management
Salesforce contracts with status tracking (active, burned, ended, reklamiert/challenged). Contract models for mortgages, leads, and referral partnerships. Automatic contract state transitions based on business rules.
- 02
Order Processing
Create orders/line items from contracts. Track order status (pending, processing, shipped/completed, refunded). Calculate order values with taxes and commissions. Support for bulk order processing and batch invoicing.
- 03
Commission Tracking
Automatic commission calculation based on contract type, order value, and business rules. Tiered commissions (Stufenprovision). Commission invoicing separate from order invoicing. Reklamation (chargeback) handling.
- 04
Invoice Generation
Automated invoice creation in Lexoffice (German accounting system) from completed orders. Custom invoice templates with company data, order items, commissions, taxes. PDF generation and archival.
- 05
Salesforce Workflows
Multi-stage deal pipelines with contract tracking. Flow automations for order creation, invoice generation, and status updates. Apex classes for complex business logic. Button-based invoicing triggering.
- 06
Lead Management
Referral capture and lead creation from partner accounts. Lead status tracking (sold, reklamiert). Lead-to-contract mapping. Referral commission tracking.
- 07
Reconciliation & Reporting
Analytics and reporting on contract performance, order volume, commission payouts. Reconciliation with accounting system. Monthly invoicing cycles and financial close.