How Do I Track Payment Due Dates?

You are now able to keep track of all payments that you've added as well as their due dates. In order to stay on top of outstanding payments, input the 'Payment Due Date' in the field when creating a payment, and navigate to your Payments Detailed Report to view any associated reporting options. 

1) Navigate to the Financials page of your Booking. 

2) Scroll until you see the Payments portion of the page and select 'Add Payment.' From here, you'll input the details of this payments!

3) The key here is to input the Payment Due Date in the drop-down calendar field, and then select the Save option!

After clicking into the proposal, both you and your client will be able to view the associated Due Date.

You will also be able to pull this date from your Payments Export Report within the 'Date Due' column.

Feel free to export this report to Excel!