Payment Schedule: Add, Edit, Delete

The  Finance Module is an Add On Service for Pro Tier Firms. The Finance Module selection must be requested and turned on by the Firms’ Account Manager.

Finance Permissions provide view, add, edit, and delete permissions to Users for the Contract and Finance Views. Add Finance Permissions in the Users tab of Firm Settings, following the article here.

The Payment Schedule section is where you can log your expected payment schedule based on the contract terms for the project. You can set up your Payment Terms by adding a New Payment Schedule to the section. You can enter them all at once by using the Add Another button in the Add Payment Schedule Modal  or when ever you'd like throughout the project lifecycle by simply adding a New Payment Schedule entry. Each Payment Schedule entry includes a payment Title, Amount, and Expected Date.

Add A Payment

Click the ellipses and + Add Payment Schedule, a new window will populate.

Add all the payment schedule information, then click "Save".

Edit A Payment Schedule

You can click the "Row Menu" to pull up edit options. These can include: Edit, Marked as Paid, Download PDF or Delete.

Inside of the Edit, Users can include the Invoice Number and Paid Amount for the Payment Schedule.

Download PDF

Users have the ability to download an individual Payment Schedule.

Delete A Payment

Click the "Row Menu" then click "Delete". All done.

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