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Custom report

Posted: Mon Jan 21, 2019 9:20 pm
by uistforest
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,

Re: Custom report

Posted: Wed Jan 23, 2019 12:53 pm
by annettemorgenroth
We are planning a upgrade to the payment function which will include this option. For now you could add an info code in which you use a template variable to calculate the due date and set up a custom report (which you can add to the dashboard if required) which displays the info code.

For more information about info codes please have a look here: ... kings#Info