Open Payment Requests
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Judy Grimes
I love the new line available under the Financials Payments tab that lists the open payment requests. I gives me a quick glance at future income.
However, it also lists payment requests for invoices that have been removed from our pipeline. This then gives me an expected income that is not correct.
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Judy Grimes
I should have said, "quotes that have been removed from our pipeline". When a quote is not approved, that quote is removed from our list of upcoming invoices. That means, the amounts listed for those removed quotes will never become income. Therefore, it is no longer considered an "open" payment request. This is not money I will see in the future.
Heath Shuford
Hi Judy, thank you for the feedback! To help us understand the problem clearly, can you please clarify what is meant by "payment requests for invoices that have been removed from our pipeline"?