Payment Schedules - Activities / Revenue Forecast Export

Tom Barrett
Tom Barrett Member Posts: 3
edited April 24 in Workflow Automation #1

Hi all.

I have set up a payment schedule for a deal, which has the amount and the expected future date showing for each (say 15th of each month).

However, am I able to make use of that future date field anywhere else? It would be good to create an activity off that date or even better would be to show that future date in the Revenue Forecast Insights Report, I can't see where that date field is shown anywhere else?

I'm trying to create a way of generating an invoice off payment schedules, or at least give a nudge to someone to!



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