From the work done to the invoice for your client.
Every billing model in the industry, per project, and time, appointments and closes turn into the draft invoice. Plus quotes, orders, e-invoices, recurring invoices, dunning and bookkeeping through to the Datev export in the same system.
Sound familiar?
Who held which appointment, and what do they get for it? Many agencies sort that out in spreadsheets.
The argument about lead numbers or commission starts when the basis is missing.
How Leadmode solves it.
Compensation per project
Up to twelve building blocks: flat fee, hourly rate (time basis, rounding, min and max), per service (appointment booked or held, closing, qualified lead, tiers), success commission, cap and minimum amount. Models can be mixed.
Billing by service
Preview, draft invoice in the document module, each service billed at most once, reversal on cancellation or correction. ‘Billing ends at the quota’ limits the hourly rate to the agreed hours.
Employee compensation
The same building blocks for the team too: store terms per person and project, and services belong to whoever delivered them. A call later corrected to another person is rebooked in the open run.
Quote to invoice
Versioned quote with online acceptance through a secret link, order, single, down-payment, instalment and final invoices, correction and cancellation. Item catalogue, invoice customers, templates and export as a ZIP with checksums.
E-invoicing
PDF/A, ZUGFeRD and XRechnung, checked with the official validators (KoSIT, veraPDF). Tax cases such as 19%, 7%, small business and reverse charge.
Payments, recurring invoices, dunning
Part payments, early-payment discount, refunds, receivables status. On the contract you set a billing plan, and draft invoices follow from it. For overdue invoices you get a task with the text for the right one of up to five dunning levels; reviewing, issuing and sending from your mailbox stay with you.
Bookkeeping
Journal with account and counter-account, chart of accounts templates for SKR03 and SKR04, suppliers, incoming documents (including reading in e-invoices) to upload, approve and post, expenses with collective claims, subscriptions, default interest, and reports such as the trial balance and open items.
Bank import
Read in statements as CSV, MT940 or CAMT.053. Leadmode suggests the match with invoices and documents, and the payment is posted only after you confirm.
Datev export
Pick the period, see open months, lock them, and download a package for your tax adviser: posting batch in Datev format, journal, documents, accounts, checksums. Separate permissions keep payments and bookkeeping apart from sales.
- Compensation building blocks per project
- 12
- E-invoice formats
- 3