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Payment Schedule - Reporting

  • January 30, 2025
  • 2 replies
  • 48 views

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We have a lot of different payment schedule options. So far, I can only find reporting on the back end, which obviously not everyone can see, about how many and what opps are on what schedule. Has anyone found a way on the front end, other than creating another tag, to run reports on this?

 

Thanks!

2 replies

Kbaird
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  • Inspiring
  • January 30, 2025

When you say payment schedule options, do you mean invoice types? You can group opportunities by invoice type. 


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  • Author
  • New Participant
  • January 30, 2025

Thank you but no - Some people have a (12) month payment schedule for the year, and some have (8) but they are all Fixed Price Invoicing so that doesn’t help yet.