Basically, what’s missing is a “report” of the scheduled payments with their scheduled dates for upcoming processing. This essentially and literally IS the accounts receivable. There seems to be no centralized place to find/export the scheduled payments. Currently you only find them in the payments section of the individual proposal. The current initial page report with the bar chart does not reflect scheduled payments at all. I tested one with a 100K scheduled for next month coming up, no reflection in the bar charts. If this can be part of the bar chart as well in the first page, that would be very helpful. Stand-alone is great too. But that’s a step 10. Obviously this also leads to prebuilt automation emails functionality with an email going out to the client X days before reminding them Y amount is being charged on ZXCV card on MM/DD/YYYY as per the contract they signed. But that’s a step 20. Probably a very important one though as you can’t rely on humans with this stuff on either end. Clients card can be maxed, can be not the nearly desired card, etc. And the event manager is very likely to overlook a reminder email.
