How can I use the"billing starting date" without recurrence or cyclically billable products?
Currently, I am using the Payment Schedule fields in the “Revenue” section to indicate our customers' billing deadlines.
In concrete terms, we're selling a €10,000 deal that includes 1, 2 or more products (one product A and one product B, etc..). Invoicing for two products cannot be separated, meaning I am not going to bill my client for one product on a specific date, and the other product at another date.
We'll invoice €7,000 on date X and then invoice the remaining amount, €3,000, on date Y. This absolulety not recurring revenue. These dates depend on what is agreed with our customer.
Therefore, we can't use “billing starting date” on the product section since the dates are not cyclic (we don't bill every month but on completely different dates) and we don't dissociate the products.
However, I need to use these fields for a lot of other actions : in automations, on files (SmartDocs example) etc... Unfortunately, these fields are not flexible. We can't edit them manually in a list, it's not a field we can make mandatory to fill in, or that we can fill automatically.
Have you ever been in this situation ? Do you have any suggestion for me ?
Thanks a lot for your help.
Answers
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Hello Lucas,
Thank you for the detailed explanation. While our product team is constantly working to optimise our user experience with the products feature, storing multiple billing start dates would indeed be a bit challenging.
But, as a possible workaround, you can use Date-type custom fields in your deals to store the payment dates, so generally, if your workflow has up to 2 payment dates, you can create two date-type custom fields to store this information. With custom fields, you can mark them as required, use them in automations, and also use them to create Smart Docs templates. Hopefully, this could be a workaround.
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