Payment protectionDetails
- Revisions within the package are free.
- If you do not respond within 3 days of delivery, the work is accepted automatically.
The money is reserved when you pay and released only once you accept the work.
Example result
Spreadsheet template: invoice tracker for a small agency
Sheet layout — tab "Invoices"
| Column | Header | Filled by |
|---|---|---|
| A | Invoice # | You |
| B | Client | You (drop-down from tab "Clients") |
| C | Issue date | You |
| D | Amount | You |
| E | Payment terms (days) | Formula |
| F | Due date | Formula |
| G | Paid on | You (leave empty until paid) |
| H | Status | Formula |
| I | Days overdue | Formula |
Formulas (excerpt, 6 of 10)
E2 — payment terms from the client list
=IFERROR(VLOOKUP(B2, Clients!A:C, 3, FALSE), 30)
Looks up the client's terms in the "Clients" tab; if the client isn't there, uses 30 days.
F2 — due date
=IF(C2="", "", C2 + E2)
Adds the terms to the issue date. Stays empty for blank rows.
H2 — status
=IF(C2="", "", IF(G2<>"", "Paid", IF(TODAY()>F2, "Overdue", "Open")))
Paid if a payment date is entered; otherwise Overdue after the due date, else Open.
I2 — days overdue
=IF(H2="Overdue", TODAY() - F2, "")
Dashboard!B2 — total outstanding
=SUMIFS(Invoices!D:D, Invoices!H:H, "<>Paid", Invoices!C:C, "<>")
Dashboard!A5 — balance by client (one formula fills the table)
=QUERY(Invoices!B:H, "select B, sum(D) where H <> 'Paid' and B is not null group by B order by sum(D) desc label sum(D) 'Owed'", 1)
Where to paste
- Put E2, F2, H2 and I2 in row 2 of "Invoices", then drag down to row 500
- Paste the two Dashboard formulas once; they update by themselves
- Conditional formatting on H2:H500: text is "Overdue" → light red fill
Edge cases handled
- Partly paid invoice: add a row with the remaining amount and a new number like INV-041b
- Client renamed: change it only in "Clients"; the drop-down keeps rows consistent
- Excel instead of Sheets: all formulas work except QUERY; use a PivotTable on columns B, D, H instead
Check example
Invoice INV-038, client Northside Dental, issued Sep 1, terms 14 days → due Sep 15. Today Oct 20, not paid → Overdue, 35 days.
Client: a 4-person video production studio. Tool: Google Sheets. Task: "We lose track of who has paid. We need one sheet that shows overdue invoices and how much each client owes."
The client and all details are made up.
About this service
Commission plans are where spreadsheets most often go wrong: tiers applied to the whole amount instead of the part above each threshold, split deals counted twice, refunds never taken back. We write the formulas for your exact plan, with quotas, tiers, accelerators, split deals, draws and clawbacks, and show each rep's payout line by line. The plan rules live in one settings table, so next year's changes do not mean rewriting formulas.
What is included
- What you getFormulas, the deals, plan settings and payout statement layout as CSV text and setup steps; in Premium also a script that emails each rep their own statement. Delivered as text for your spreadsheet.
- Tiers done rightMarginal or whole-amount, as your plan says
- Quota attainmentPercent to target per rep
- Split dealsShared credit without double counting
- ClawbacksRefunds and cancellations taken back
- Rep statementsEvery payout line explained
How it works
- 1BriefYou describe the plan and deal data
- 2BuildWe write the commission formulas
- 3CheckYou test them on last period's payouts
What we need from you
Your commission plan rules, how deals are recorded, the pay period, and how splits, refunds and draws are handled.
We will ask you:
- How is commission calculated now?
- Do tiers apply to the whole amount or only the part above each threshold?
- Are there split deals, team bonuses or draws?
- How are refunds and cancellations handled?
Compare packages
| Packages | BasicUp to 3 commission formulas$10 | StandardCalculator for one plan$25 | PremiumUp to 3 plans with statement emails$49 |
|---|---|---|---|
| Deadline | 1 day | 2 days | 3 days |
| Revisions | 1 | 2 | 3 |
| Formulas | up to 3 | up to 10 | up to 15 |
| Commission template | No | one plan | up to 3 plans |
| Script code | No | No | Apps Script or VBA |
| Order Basic | Order Standard | Order Premium |
Payment protection
You pay when you order, but the money is released only for accepted work.
- Fixed priceThe package price does not change after you pay.
- The money is reservedWhen you pay, the amount is only reserved. It is released to the service once you accept the work.
- Checked before deliveryEvery result goes through a quality check before it reaches you, and you see it on the order page before accepting it.
- Free revisionsAsk for changes within your brief as many times as the package allows.
- Acceptance after 3 daysIf within 3 days of delivery you neither accept the work nor ask for changes, it is accepted automatically. If you write in the order chat after delivery, the order waits; once we answer, we may start the 3 days again and will say so in the chat.
- Redo or a full refundIf the result does not match your brief and the revisions did not fix it, or the work takes more than twice its deadline, write in the order chat: we will redo the work or refund the payment in full.
Questions and answers
What is the difference between marginal and retroactive tiers?
Marginal tiers pay each rate only on the sales inside that band; retroactive tiers pay the top rate on everything once a threshold is hit. The two can differ a lot, so tell us which your plan uses.
Can reps see only their own numbers?
A statement sheet with a rep selector works for managers. For privacy, Premium sends each rep their own statement instead of sharing the whole file.
Does it replace payroll?
No. It works out the commission amounts; paying them and any tax stay with your payroll process.