BETA test: Split deal value into multiple payments of various amount and dates
Comments
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Martin Leblanc said:
Is it too late to look at this feature?
In our business model, the first payment date vary with the customer registration date. The second payment is at a fixed date during the year for all customers.
I've enabled the feature for your company
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Martin Leblanc said:
Is it too late to look at this feature?
In our business model, the first payment date vary with the customer registration date. The second payment is at a fixed date during the year for all customers.
Thanks @Kirill Grebtsov !
Configuring the payment seems to fit our needs but I cannot find the
cash flow report in Insights. Could you tell how to find it?0 -
Martin Leblanc said:
Is it too late to look at this feature?
In our business model, the first payment date vary with the customer registration date. The second payment is at a fixed date during the year for all customers.
Hi @Martin Leblanc ,
We now have one consolidated Revenue overview report that shows this revenue data in a chart.
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Martin Leblanc said:
Is it too late to look at this feature?
In our business model, the first payment date vary with the customer registration date. The second payment is at a fixed date during the year for all customers.
I am eager to look at it!
Would it is too much asking you to share one image to help me to locate it and another one to show what this chart looks like?
Thanks
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Yes, please add this feature to our account. Thank you Pipedrive! Keep up the awesome!
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@Kirill Grebtsov this split payments feature is very useful. Could you please enable it on my StartBlox account?
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Yes please
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Yes please. Nearly all our business is based on an initial deposit, a payment on shipment and a balance on installation, requiring 3 invoices and payment dates.
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Yes please =D
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Is it possible to save different payment plans so they can be selected from a list, or default for a pipeline?
eg.
Payment plan: Domestic: 2 payments
Deposit: 20% on receipt of PO
Balance: 80% net 30 days from shipment
Payment plan: Export: 3 payments
Deposit : 10% on receipt of PO
Readiness: 70% on notification of readiness to ship
Balance: 20% net 30 days from shipmentPayment plan: Annual rental: 13 payments
Deposit: 1 month payment on receipt of PO
Month 1: Payment
Month 2: Payment
Month 3: Payment....... etcWhen entering the stage payment amount it would be helpful if there was a % calculate feature so that the full amount is entered into the top and then have a calculator to enter % each month, or set date. Not essential as easy to do separately, but would be efficient.
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Richard Salisbury said:
Is it possible to save different payment plans so they can be selected from a list, or default for a pipeline?
eg.
Payment plan: Domestic: 2 payments
Deposit: 20% on receipt of PO
Balance: 80% net 30 days from shipment
Payment plan: Export: 3 payments
Deposit : 10% on receipt of PO
Readiness: 70% on notification of readiness to ship
Balance: 20% net 30 days from shipmentPayment plan: Annual rental: 13 payments
Deposit: 1 month payment on receipt of PO
Month 1: Payment
Month 2: Payment
Month 3: Payment....... etcWhen entering the stage payment amount it would be helpful if there was a % calculate feature so that the full amount is entered into the top and then have a calculator to enter % each month, or set date. Not essential as easy to do separately, but would be efficient.
Further point. Is it possible to create a workflow automation task dependent on each stage in a payment schedule?
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Yes please
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Hi,
A couple of questions:
1. Are you able to filter the recurring revenue by custom field?
2. for Open deals, is the revenue calculated on weighted value?
Thanks in advance.
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Hi @Kirill Grebtsov , I am also interested. Can you please enable for me too? Thanks!
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This is not working for me. I am getting this error and I am Admin.
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Hi Kirill, it looks like I have access to this but I wanted to help with understanding how to use the revenue reports. It seems that the payment milestones don't properly reflect in the conventional revenue forecast.
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What is the status of this feature? And, how do I access it? Thnx!
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Yes - Please enable for our account
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Please add me too. Thanks so much! Romana
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Hi, please add me to this as well, seems like a great feature
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Hey Kirill @Kirill Grebtsov
Loving this feature & the cashflow report based on it!
I was wondering if these numbers (revenue for each month) can be pushed into Quickbooks using the Pipedrive-Quickbooks integration.
Thanks in advance!0 -
yes please add me too
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Please add me
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How can we test it? )
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Hi All, can I just check if this ever made it into production and therefore is it a default part of the "Advanced" package. Keen to use this as many of our deals spread across milestones and so for me it seems like a required part of CRM tracking and forecasting.
Also, does anyone have any insight into how these split deals are reported? I assume we have revenue forecast reports that show the split across the months; however it looks as if revenue forecasting is not in the "advanced" package so although data can be added, how is it reported?
Thanks in advance.
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Andrew Forkgen said:
Hi All, can I just check if this ever made it into production and therefore is it a default part of the "Advanced" package. Keen to use this as many of our deals spread across milestones and so for me it seems like a required part of CRM tracking and forecasting.
Also, does anyone have any insight into how these split deals are reported? I assume we have revenue forecast reports that show the split across the months; however it looks as if revenue forecasting is not in the "advanced" package so although data can be added, how is it reported?
Thanks in advance.
Okay I have found that it's available here: https://support.pipedrive.com/en/article/recurring-revenue-feature - only available to Advanced users. The revenue forecast report this data feeds is only available to Professional users.
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