Payment
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A few schools are mailing me a check after the event. Is there a way to set up an auto email to come to me not the customer if I did not receive the payment telling me that they still did not pay?
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You have this dashboard does this help?
You have this dashboard does this help?
This is something to consider. I do think an email coming in is easier for me. Also, how do I adjust the dates on this to see more past/future events?
This is something to consider. I do think an email coming in is easier for me. Also, how do I adjust the dates on this to see more past/future events?
This is going to be all events that owe something, contract signing, balance, etc
This is going to be all events that owe something, contract signing, balance, etc
it is currently also showing past events that don't owe anything
it is currently also showing past events that don't owe anything
It looks like the two that are showing even though no balance is due is because the system is not recognizing their contracts as signed/received. If you go to the contract section on both of these leads it looks like they have signed and received their contracts but someone made the contract that was not signed active. All you need to do is go and click the "Active" button on the line with the signed contract as shown below.
It looks like the two that are showing even though no balance is due is because the system is not recognizing their contracts as signed/received. If you go to the contract section on both of these leads it looks like they have signed and received their contracts but someone made the contract that was not signed active. All you need to do is go and click the "Active" button on the line with the signed contract as shown below.
I did that however it is still showing up on the dashboard
I did that however it is still showing up on the dashboard
Correct because there is no contract received date on these leads, as soon as there is a date there these will be removed from the dashboard.
Correct because there is no contract received date on these leads, as soon as there is a date there these will be removed from the dashboard.
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