Payment schedule automation

Toptunenko Olena - Pipedrive partner & Consultant
Toptunenko Olena - Pipedrive partner & Consultant Member Posts: 24 VERIFIED MEMBER
Second Anniversary 10 Comments First Answer 5 Up Votes
edited February 2024 in Ideas and Product Feedback #1

Payment Schedule is very interesting and useful functional. But it need some automation. 
Automatic tasks or notifications to managers that the payment deadline is approaching or the client has overdue payment will positively affect to the company's final profit.

 

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Comments

  • AllieKrikorian
    AllieKrikorian Member Posts: 1 VERIFIED MEMBER
    First Comment
    #2

    I agree! I am wondering if this has been added or if it is in the works?

  • John Stewart
    John Stewart Member Posts: 13 VERIFIED MEMBER
    10 Comments First Anniversary 5 Likes Name Dropper
    #3

    I set up automatic invoice activities as reminders; it'd be great to see integrations with accounting tools that allow you to generate invoices on payment plans.

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