A cell kept in sync from QBO (hover to check) only ever gets its Sent/Paid status from "Sync from QBO" -- the one thing still left to a click on one of those is flagging an already-Sent cell "Processing" (payment's on its way but hasn't cleared yet), click it again to undo. A blank cell, or one imported from a file, can still be clicked to cycle blank → Sent → Paid → blank by hand. The moment Sync from QBO confirms an invoice Paid, Processing clears on its own and the cell turns green. Rows in light blue have Financial Management -- their invoices are paid directly by us. Rows are sorted by monthly fee (highest first); Yachts no longer in progress drop to the bottom, shown greyed out. Crew Placement cells are not clickable -- they're derived automatically from each Job Opportunity's own stage. Rows in orange italic, at the bottom of each section, are Forecast -- pipeline revenue from an Opportunity, not yet an actual tracked fee, and not counted in the totals below except in their own Forecast row. The small badge next to each row's name is the fee's own currency (not necessarily what QBO settles the payment in -- a EUR invoice can still be paid out in USD) -- use the dropdown above to show just one currency at a time.

From QuickBooks, not included in the Grand Total. Each month shows the full amount invoiced to the yacht (cost plus markup): yellow = invoiced, green = paid. What is still to invoice shows as "(Unbilled)" in the Forecast rows, in the current month.

One row per CP placement whose invoice has reached "Invoice Paid" (dated within the range above). Commission Due is that placement's existing CP Net Fee (Placement Fee, already net of any Yacht Management Fleet discount, minus Referral Fee) times each agent's contractual rate: Lore Castillo flat 10%, Mary Claire Blanchard 13% on Company Generated Leads or 15% on Employee Sourced Leads. Lead Type is guessed from Opportunity Source and can be overridden per placement. Approval is the date you approved the commission for payment -- fill it in and Paid gets checked for you automatically (Paid stays editable afterward, in case you need to correct it). Marking Paid doesn't send any money, it just records that you've already paid it outside the CRM. Every change here saves right away, there's no separate Save step. Paid placements are grouped together below the ones still pending, each with its own subtotal.

NauticALL's own bank accounts, one or more per currency. Whichever one is marked "In use" for a currency is the one automatically written into the "Note to customer" field of every new QBO Invoice in that currency, so you no longer have to type it in by hand before sending. If a currency has no account saved yet, invoices in that currency just won't get a note added -- nothing else changes.