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Set a payment's scheduled date - Product News

Set or clear the day you plan to pay a payment, on a batch or a milestone's page, and Cashflow totals it under that month.

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What's new

  • Scheduled dates on payments. Each payment in a batch has a Scheduled date, the day you plan to pay it, and a milestone payment starts with the milestone's due date. Enter a date to set it, or select Clear to take it off. On a milestone's page, the payment's Edit form has the same Scheduled Date while the payment is Pending Approval or Approved. It never changes the payment date. Cashflow totals unpaid payments by the month of this date, and lists those without one under Unscheduled.