Payment section - add information
Answered
In the payment section, can we add the type of card and contract number ?
Also, i would be nice to be able to filter by dates
In the payment section, can we add the type of card and contract number ?
Also, i would be nice to be able to filter by dates
The same question
I have submitted your request to developer.
I have submitted your request to developer.
Hello Jen
Any news on this ? I really need to be able to have a report by type of credit card
Hello Jen
Any news on this ? I really need to be able to have a report by type of credit card
This is still being worked out by developers.
This is still being worked out by developers.
Hello, I see that we are now able to filter by date. Thank you
Are you still tooking to add the contract number and type of credit card ? This would be important because the amount are deposit in our bank acount by type of credit card and we need to do the conciliation.
Thank you
Hello, I see that we are now able to filter by date. Thank you
Are you still tooking to add the contract number and type of credit card ? This would be important because the amount are deposit in our bank acount by type of credit card and we need to do the conciliation.
Thank you
I've been notified by developers that these changes should be going out with the next release possibly the end of this month.
I've been notified by developers that these changes should be going out with the next release possibly the end of this month.
Hello
I see that you added the filter by date, thank you
BUT, can we have the type of card and contract number ?
Type of card is important because it is deposit by type of card in our account, not provider, so we do need to have a total per type of card.
Thank you
Hello
I see that you added the filter by date, thank you
BUT, can we have the type of card and contract number ?
Type of card is important because it is deposit by type of card in our account, not provider, so we do need to have a total per type of card.
Thank you
Hello,
I am following up with our developers to see if the type of card and contract/lead number can be added to this section.
I will let you know what they advise.
Thank you
Hello,
I am following up with our developers to see if the type of card and contract/lead number can be added to this section.
I will let you know what they advise.
Thank you
Hi Isabelle,
I was able to create a report in the payment section to include the card type. Please take a look.
The report is called "Payments w/ Card Type"
Thank you
Hi Isabelle,
I was able to create a report in the payment section to include the card type. Please take a look.
The report is called "Payments w/ Card Type"
Thank you
Great 1 i did not realize we could do reports in the payment section
The only thing missing is the lead id. I tried to add it in the report but it seams that that field is not available. Would it be possible to add it ? Because, we do have organisation with many leads....
Great 1 i did not realize we could do reports in the payment section
The only thing missing is the lead id. I tried to add it in the report but it seams that that field is not available. Would it be possible to add it ? Because, we do have organisation with many leads....
Replies have been locked on this page!