Can we see a list of payment schedules somewhere?

[danmoyle]

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"? 

[NEden]

We ideally need to have a report that lists all of the quotes with payments due each month so we can manage the scheduled payments. Once we've sent out 100's of quotes with payment schedules, we can't go back into each quote to checkup on the payments. Anybody got any ideas?

[PamCotton · Accepted solution]

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

[KPearson1]

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.