Platform / Match / Installments & refunds

Sales, cash and refunds — kept apart.

A won sale isn't cash yet. We keep the sale total, the cash that arrived and the refunds as separate numbers, and put each payment on the right lead.

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app.stelafy.com · Leads · Leo Fischer · payments

Sale total

$12,000

Won · Aug 9

Collected

$8,400

3 payments − 1 refund

Remaining

$3,600

Still to come

Payment 1 · Aug 25 · matched by phone$3,000

Payment 2 · Sep 25 · follows payment 1$3,000

Payment 3 · Oct 25 · follows payment 1$3,000

Partial refund · Oct 28−$600

Two leads from Leo — payments went to Jul 30 · Lookalike 2%, the latest lead before the first payment.

Deal total from your file (optional)Installments stay on the first payment's lead

How it works

Step by step.

Payments arriveOne row per payment, installments welcome.

Latest lead before paymentThe ad that brought them back.

Installments followLater payments stay on the first one's lead.

Net cash per campaignCollected minus refunds.

What you actually get

Installments & refunds, in detail.

The latest lead wins

Two leads, one payment? It goes to the lead just before the payment — the ad that brought them back.

Mar 3 · Aearlier

Apr 20 · Bgets the sale

Installments stay together

Payment 2 and 3 follow payment 1's lead, even if a new lead arrives in between.

1 · 2 · 3all on B

Refunds come off

Refunds reduce cash collected for the same campaign.

Collected$34,400

Refunds−$3,000

Sale total, optional

Add a deal total column and we know what's still to come.

Remaining$1,200

Never added together

Revenue (the sale) and collected (the cash) are two numbers — adding them would count money twice.

Revenue ≠ cash

Paid before any lead?

It's shown for review instead of being assigned — usually a wrong match.

Dana W. · $900before any lead

Works with

Connect what you already use.

Meta, your website and a CSV from any CRM today. Direct CRM and payment connections are next.

Meta Lead AdsSpend, leads, and results sent backAvailable

Website formSigned notification from your serverAvailable

CSV from any CRMLeads, deals and paymentsAvailable

HubSpot · Zoho · StripeDirect sync instead of a fileSoon

FAQ

Installments & refunds, answered.

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My file has no deal or order ID.

That's fine — we match the payment to the person, then to the latest lead before it.

What counts as revenue?

The total of won sales as you entered it. Cash collected is shown separately.

Different currencies?

Shown apart, never converted.