What's New in Deal Setup
- More Control Over Commission Payers – Admins and brokers can now assign any contact as a commission payer, giving them full control over deal closing details.
- Smarter Error Alerts – No more wasted time chasing down issues. Books automatically flags deal calculation and payout errors so teams can focus on closing, not fixing.
- Instant Clarity On Splits – Hover over line items to reveal deal amounts and split breakdowns with no scrolling or switching tabs.
- New Deal IDs – Streamline deal tracking with new deal IDs, now created automatically for every deal.
Upgraded Tools for Getting Deals Done
- Simpler Deal Payouts – Hide unconfirmed deals to focus only on what’s ready to pay, reducing the risk of premature payouts.
- Faster Workflows in Payload.co – Refund directly in Books, update bank info in seconds, and troubleshoot payment issues more efficiently.
- Closed Deal Export – Export closed deals as a CSV. Get data instantly, in the right format, to accelerate reporting and analysis.
Take More Control of Your Deals >
Improved Contract Tracking
- Track Contact Changes Over Time – Get full visibility into contact updates. See exactly what changed, when it changed, and who made the update.
Start Tracking with Confidence >
All These Updates Are Live Now
Head into your Books account to start using these new features today.
