I don’t really understand why I can change any past months payment schedule amounts as those invoices have already been processed and paid. However, even more confusing is why some can be changed and not others? In this screenshot, this client started in March. They had a pricing change mid, year, and now are on another pricing change. Why is this what the payment schedule screen looks like when I open it? April-August have already been paid so why aren’t they greyed out like sept-jan?
+1I get the sense that this opportunity was created at the time of the mid-year pricing changes, and that the March that’s showing in your screenshot is actually this coming March, not the original/previous March that the last agreement started in. If what I’m thinking is true, the start and end dates on the opportunity page will reflect a start sometime in 09/2025 and an end date of most likely 08/31/2026.
I get the sense that this opportunity was created at the time of the mid-year pricing changes, and that the March that’s showing in your screenshot is actually this coming March, not the original/previous March that the last agreement started in. If what I’m thinking is true, the start and end dates on the opportunity page will reflect a start sometime in 09/2025 and an end date of most likely 08/31/2026.
Nope, contract dates are as follows:
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