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danmoyle
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

Can we see a list of payment schedules somewhere?

SOLVE

Random question: When you add a payment schedule to a quote, can you see a list of those? 

 

In other words, where do those payment schedules "live"? 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
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PamCotton
Solution
Community Manager
Community Manager

Can we see a list of payment schedules somewhere?

SOLVE

Hey @danmoyle, thank you for posting in our Community!

 

In HubSpot, payment schedules are typically associated with quotes. To view them, you can navigate to the specific quote you're interested in. Once you're on the quote page, look for the 'Payments' tab or section. There, you should find a list of the payment schedules linked to that particular quote.

 

Let me know if you need further help,

 

Kindly,

Pam

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2 Replies 2
PamCotton
Solution
Community Manager
Community Manager

Can we see a list of payment schedules somewhere?

SOLVE

Hey @danmoyle, thank you for posting in our Community!

 

In HubSpot, payment schedules are typically associated with quotes. To view them, you can navigate to the specific quote you're interested in. Once you're on the quote page, look for the 'Payments' tab or section. There, you should find a list of the payment schedules linked to that particular quote.

 

Let me know if you need further help,

 

Kindly,

Pam

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !




0 Upvotes
KPearson1
Member

Can we see a list of payment schedules somewhere?

SOLVE

Thanks @PamCotton ! 

 

Is there any way to actually access this data in one place, either by report or API? To get a list of all payment schedules would be amazing. That data is extremely valuable to FP&A to predict future cash flow, but clicking on quotes one by one isn't an option.

0 Upvotes