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Overview...balance due

Lori B. shared this problem 9 years ago
Solved

Not all of our clients are showing up in this box. I ahve found several that have an outstanding balance or an unsigned contract after the event has been completed that are not in the contract due area.

Best Answer
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The status of the event can affect whether they are included and your Setting->Statuses control this.


Status must have 'contract out to customer', 'lead is confirmed', or 'lead has been completed' checked.

Comments (1)

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1

The status of the event can affect whether they are included and your Setting->Statuses control this.


Status must have 'contract out to customer', 'lead is confirmed', or 'lead has been completed' checked.

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