Part 2 of 4, Deals
The deal flow
Every sponsor deal goes through a fixed flow, visible as a progress bar at the top of the deal file:
To be started → In negotiation → To be invoiced → Partially invoiced → Invoiced → Paid → Completed
Below the deal details you find tabs for Agreements, Invoicing agreements, Tasks, Invoicing, Tickets and Documents — so everything that belongs to that sponsor stays neatly grouped.
Tip: Invoicing agreements determine what may be invoiced and when. As soon as an agreement is “to be invoiced”, you can create an invoice with one click that automatically takes over the right package and amount.
← Previous articleFollowing up sponsor deals from start to paidNext article →Creating a sponsor deal
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