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Payments

Track payment schedules, invoices, and collection status for your deals.

Payment Schedules​

Set up payment milestones for deals:

Schedule Types​

  • Upfront: Full payment before delivery
  • Milestone: Payments tied to deliverables
  • Installment: Equal periodic payments
  • Recurring: Subscription billing

Payment Status​

  • Scheduled: Future payment
  • Pending: Due but not received
  • Received: Payment collected
  • Overdue: Past due date

Managing Payments​

Create Payment Schedule​

  1. Open a deal
  2. Go to Payments tab
  3. Click Add Payment
  4. Set amount, due date, description
  5. Save

Record Payment​

  1. Find the payment
  2. Click Mark as Received
  3. Enter payment details
  4. Optionally attach proof

Automation​

Workflows can:

  • Send payment reminders
  • Notify on overdue payments
  • Update deal status based on payments
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