Funds to be deposited report
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Alicia Aiello
Yes, and what is scheduled to charge for auto pay clients so I can see at a glance the amounts by client and ensure their auto billing is set up accurately.
Amanda Aparicio
Alicia Aiello: in case it's helpful, you can see what invoices are scheduled for each client by going to their client profile and checking the
Billing
tab under "Scheduled Invoices"R
Robert McGee
Amanda Aparicio I think what Cindy Son is really wanting is the same thing my billing department keeps asking me to ask you to improve lol. The Payout Report is great... Except for current day that we do not see any figures/report until almost noon and the future payouts. They could show like the past payouts to where we can see in the list like we do the prior dates when we click the green "Succeeded" status(see below). We could have a "Pending" status for today until it succeeds, and a "Future" status on tomorrows and on. We could click it and get a list of what deposits are included, even if future deposits are estimated for a day and may be subject to change dates based on actual deposit date. Hope this is helpful.
Amanda Aparicio
Robert McGee, yes this helps! Thank you!!