Payments, payment plans and commission for a sales team, in one place

The problem

Leads come in from TikTok, Instagram, LinkedIn, YouTube and paid ads. A setter books the call, a closer sells the programme, and the customer pays in full or in instalments, through Whop or by bank transfer. Everything was tracked in a spreadsheet that closers filled in by hand after each call.

The "cash collected" column was never updated after the call, so nobody knew who had actually paid, who was behind on their plan, or what each rep had earned. And commission is paid on cash actually collected, not on the contract value.

What we built

1. Deals built automatically. Leads, setters, closers and call outcomes are pulled in from GoHighLevel. Nothing is written back, so their existing setup is untouched.
2. Payments matched for them. Whop payments arrive on their own and are matched to the right customer by payment ID, email or phone, never by name alone. Anything unclear waits for the owner to match by hand.
3. Payment plans with a named owner. Every deal shows its contract value, instalment schedule, what's paid and what's left. Each has a rep responsible for collecting it, with a My tasks list of what needs chasing.
4. Bank transfers with a check. Reps can record payments made outside Whop, and they only count once the owner approves them.
5. Commission that works itself out. Calculated per setter and closer from cash actually collected, using rates and rules the owner can change, with monthly statements and payouts. Each rep sees only their own.
6. A dashboard and a resources library. Cash, overdue payments, leaderboards and the value of each lead source. There's also a shared library of videos and documents that reps can send to students through share links they can switch off at any time.

Screens

Screenshots are from the clickable demo we built first, using sample data.

Getting the money right

• Money in whole pence throughout, so instalments, refunds and commission never pick up rounding errors.
• Refunds take commission back automatically, and the commission rules are settings the owner controls, not fixed in code.
• Permissions checked on the server for every action, and every change is written to an audit log. Hiding a button is never the only protection.
• Private files stay private. Uploads go to private storage and are only ever shown through short-lived links.
• Their history comes with them. The old tracking spreadsheet is imported once, and rows that can't be imported cleanly go to a review list instead of being guessed.

How we worked

We started with a clickable demo on sample data, so the team could try every screen and change their minds before any real build. Then we built the real system on our own accounts. It goes live directly in their accounts, alongside their order system and with the same deploy and rollback routine, so they own all of it from day one.