How do you use an automation to set the commission payment deadline after a client is activated?
In Jestor, you can set up an automation that automatically calculates the commission's due date based on the day a client is activated, with no need to manually fill in that deadline for every sale.
How the automation works
When a client's card moves into the active operation stage, an automation adds a defined period — for example, one week — to the activation date and automatically fills in the commission's due date field. From there, the salesperson has that deadline to receive payment.
| Step | What the automation does |
|---|---|
| Client activated | Card moves into the active operation stage |
| Deadline calculation | Automation adds the set period to the activation date |
| Due date | Automatically filled in the payments dashboard |
How to set up this automation
- Identify the Kanban stage that represents client activation.
- Create an automation that triggers when the card reaches that stage.
- Define the calculation rule, adding the desired period to the activation date.
- Link the result to the commission's due date field.
Why choose Jestor
- Automatic deadline: no salesperson needs to manually calculate the payment date.
- Full customization: the added period can be adjusted to match the company's policy.
- Organized payments dashboard: every pending commission stays visible along with its deadline.
Can the payment deadline be different from one week?
Yes, the period used in the automation is configurable and can be adjusted to whatever deadline the company defines.
Does the automation also work if the client is reactivated later?
The automation triggers whenever the card enters the configured activation stage, so a reactivation could trigger the same calculation, depending on the rule defined.
Can the due date generated by the automation be edited manually?
Yes, the field can be adjusted manually whenever needed, even after it's been filled in by the automation.
Reference video
Check out more hands-on tutorials on the Jestor YouTube channel.
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