Step-by-Step of How to Close & Process a Deal

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In this article, we will look at how to close and process a deal in Zipi. 

  1. Review the Deal Information and Transaction sections to ensure all details are correct.
    Note: The Commission Payer is required in order to approve the disbursement authorization.
  2. Ensure the numbers on the Disbursement PDF, the Disbursement cards, and Payouts tab match.

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  3. Once the disbursement details have been verified, the deal can be approved by the clicking the Approve button.

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  4. Following disbursement approval, the deal will not allow for any changes to be made. If changes are needed, the deal should be un-approved. Read more at: How to Approve, Un-approve or Edit a Completed Disbursement
  5. Once the deal is approved, payment information should be reviewed on the Payouts tab
  6. Go to the Payouts tab and select Confirm Payment Received under Closing

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  7. Once complete, Zipi will create the relevant financial documents (i.e. invoices) for all sales entities listed on the deal. Read more at: How to Complete a Payout - Summary, Closing, Remaining
  8. If applicable, any financial documents related to payments At Remaining should be created and finalized.
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  9. For all Closed deals, remember to update the Deal Status to the latest stage.  It is recommended that Closed deals be updated to Processed in Zipi.

 

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