BETA test: Split deal value into multiple payments of various amount and dates

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Comments

  • Kirill Grebtsov
    Kirill Grebtsov Member Posts: 59
    First Comment
    edited July 2020 #32
    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

  • Martin Leblanc_6868
    Martin Leblanc_6868 Member Posts: 10
    First Comment
    edited July 2020 #33
    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?

     

  • Kirill Grebtsov
    Kirill Grebtsov Member Posts: 59
    First Comment
    edited July 2020 #34
    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.

  • Martin Leblanc_6868
    Martin Leblanc_6868 Member Posts: 10
    First Comment
    edited July 2020 #35
    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 @Kirill Grebtsov 

    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

  • Charlotte Dreamscapes
    Charlotte Dreamscapes Member Posts: 1
    First Comment
    edited July 2020 #36

    Yes, please add this feature to our account. Thank you Pipedrive! Keep up the awesome!

  • Brian Browning
    Brian Browning Member Posts: 1
    edited July 2020 #37

    @Kirill Grebtsov this split payments feature is very useful.  Could you please enable it on my StartBlox account?  

  • office_8110
    office_8110 Member Posts: 1
    First Comment
    edited July 2020 #38

    Yes please

  • Richard Salisbury
    Richard Salisbury Member Posts: 17
    First Comment
    edited July 2020 #39

    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.

  • Carlos Martinez_8495
    Carlos Martinez_8495 Member Posts: 1
    edited July 2020 #40

    Yes please =D

  • Richard Salisbury
    Richard Salisbury Member Posts: 17
    First Comment
    edited February 2022 #41

    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 shipment

    Payment plan:  Annual rental: 13 payments
        Deposit:  1 month payment on receipt of PO
        Month 1:  Payment
        Month 2:  Payment
        Month 3:  Payment.......  etc

    When 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.

     

  • Richard Salisbury
    Richard Salisbury Member Posts: 17
    First Comment
    edited July 2020 #42
    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 shipment

    Payment plan:  Annual rental: 13 payments
        Deposit:  1 month payment on receipt of PO
        Month 1:  Payment
        Month 2:  Payment
        Month 3:  Payment.......  etc

    When 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?

  • Georgia Harmon
    Georgia Harmon Member Posts: 16
    First Comment
    edited July 2020 #43

    Yes please :)

  • James Sanderson_3033
    James Sanderson_3033 Member Posts: 1
    edited August 2020 #44

    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.

  • Georgia Harmon
    Georgia Harmon Member Posts: 16
    First Comment
    edited August 2020 #45

    Hi @Kirill Grebtsov , I am also interested. Can you please enable for me too? Thanks!

     

  • Georgia Harmon
    Georgia Harmon Member Posts: 16
    First Comment
    edited August 2020 #46

    This is not working for me. I am getting this error and I am Admin.

    image
  • Ryan Anderson_8475
    Ryan Anderson_8475 Member Posts: 1
    edited October 2020 #47

    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.

  • Amy Zucker
    Amy Zucker Member Posts: 5
    First Comment First Anniversary Photogenic
    edited January 2021 #48

    What is the status of this feature? And, how do I access it? Thnx!

  • Adam Grønbeck Andersen
    Adam Grønbeck Andersen Member Posts: 1
    edited February 2021 #49

    Yes - Please enable for our account

  • Romana Kunz
    Romana Kunz Member Posts: 1
    edited February 2021 #50

    Please add me too. Thanks so much! Romana

  • Tim Russell_33304
    Tim Russell_33304 Member Posts: 1
    edited March 2021 #51

    Hi, please add me to this as well, seems like a great feature 

     

  • Nour Alaa
    Nour Alaa Member Posts: 1
    edited June 2021 #52

    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!

  • Sandra_46750
    Sandra_46750 Member Posts: 1
    edited July 2021 #53

    yes please add me too

  • Paul Allott
    Paul Allott Member Posts: 1
    edited November 2021 #54

    Please add me

  • Сергей Кравцов
    Сергей Кравцов Member Posts: 1
    edited November 2021 #55

    How can we test it? )

  • Andrew Forkgen
    Andrew Forkgen Member Posts: 2
    edited April 2022 #56

    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. 

  • Andrew Forkgen
    Andrew Forkgen Member Posts: 2
    edited April 2022 #57
    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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