Finance and Legal
Your operating path
Section titled “Your operating path”Use the finance workspace for invoices, balances, collection context, and commission reports. Use the contract workspace for agreement records and signing status. Provider-connected work belongs to the source record and should be verified at the provider boundary when the decision depends on it.
Before you start
Section titled “Before you start”Finance and contract procedures require their corresponding module actions. Zoho sync and other integration-management actions require the relevant manage permission; a local CRM invoice can exist even if a subsequent provider push fails.
Focus areas
Section titled “Focus areas”- Record payment amounts and statuses from confirmed financial evidence. The CRM prevents recorded payments above the invoice total and reconciles balance/status fields.
- Treat a commission report as externally generated unless a report row is present; the interface does not fabricate approval data.
- Review contract signing state from the contract record. Force-marking a contract as signed is a confirmed exception to provider status verification.