Custom report
Posted: Mon Jan 21, 2019 9:20 pm
I have set up a dashboard report to show invoice status, deposit paid and the balance payment required.
It would be really helpful for cashflow purposes if I could easily see what date the balance payment is due. I have set an auto trigger to request this at 8 weeks before check in. As per terms and conditions.
If I could export csv I could then predict the income due each month from bookings already made.
Is there a way that I could this please?
With very many thanks,
Kathryn
It would be really helpful for cashflow purposes if I could easily see what date the balance payment is due. I have set an auto trigger to request this at 8 weeks before check in. As per terms and conditions.
If I could export csv I could then predict the income due each month from bookings already made.
Is there a way that I could this please?
With very many thanks,
Kathryn