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