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Control and connections

Technical reference

Control and connections

Commercial platform controls

Operate sales, onboarding, billing, partners, invoices, payments, commissions, and payouts safely.

10 min read · Written for business teams
In plain English

The commercial apps turn an approved catalog and customer agreement into a controlled client account, subscription, invoice, payment record, and—when applicable—partner commission and payout.

Business result

Commercial teams can move clients from prospect to activation without bypassing duplicate checks, price and tax configuration, approvals, accounting history, or access boundaries.

Best for

Acerite sales managers, finance administrators, commercial operators, partner administrators, and authorized client billing users.

Start with every commercial app disabled

  • Provision approved products, versioned plans, prices, tax rates, and entitlements; the release does not invent production values.
  • Configure supplier identity, private document storage, email delivery, and versioned templates before enabling their flags.
  • Complete the migration, backup/restore, capacity, and bounded provider smoke evidence shown in production readiness.
  • Enable one App OS capability at a time and verify its permission and tenant scope with a controlled account.

Create and activate a client

  1. 1

    Preview first

    Enter the business, contact, billing, market price, and tax selections. The server calculates the authoritative invoice preview and checks likely duplicates.

  2. 2

    Resolve exceptions

    A duplicate override needs a recorded reason. A discount outside automatic policy needs a manager approval before finalization.

  3. 3

    Complete readiness

    Work the persisted onboarding checklist. Client activation remains blocked until all required tasks and configured commercial conditions are satisfied.

  4. 4

    Invite securely

    Invitations are hash-only, expiring, single-use, rate-limited, and delivered through the shared transactional-email path when enabled.

Protect accounting history

  • Amounts use fixed precision and totals are presented separately for each ISO currency.
  • Invoices retain their item, discount, tax, and supplier snapshots so later configuration changes do not rewrite history.
  • Payments use idempotency keys and explicit allocations. Corrections are reversals, not destructive edits.
  • Commissions are append-only and payouts require a different approver from the preparer before payment can be recorded.

Use the smallest commercial role

  • Sales Executive: assigned sales portfolio and client onboarding.
  • Sales Manager: sales portfolio plus controlled commercial decisions.
  • Finance Administrator: billing, invoices, payments, commissions, and payout operations under platform controls.
  • Operations Administrator: onboarding readiness and activation operations.
  • Partner Admin or Agent: only the partner organization and attributed client scope granted to that membership.
  • Client Owner or Admin: only the canonical business billing scope granted by BusinessMembership and entitlements.