How it works «Expected payments» #
It allows to manage incoming and outgoing payments, which are expected in future. You can plan out all the incomes and expenses, as virtual expected payments. The key information on payments will be displayed in a tabular form, so as the info on whether the payment has been run already or it is a planned revenue. There is also filtering panel in the app for searching expected payments by a workflow, payment date, direction, legal entity and other parameters.
Cloud pricing for data and applications
1.99 USD per 1000 contacts
Cloud pricing per user
There is no additional charge. You only pay per OneBox user.
Boxed solution (on-site)
There is no additional charge. You only pay per OneBox user.
Screenshots «Expected payments» #
Available Platforms «Expected payments» #
Documentation and video tutorials by application «Expected payments» #
Recommended Applications #
Reviews and discussions component «Expected payments» forum #
Doesn't work automatically
We have a stage in the BP Customer order on which there is an action "Transfer to this stage if the new mail stage has changed. This action st...
Formulate billing payments on the basis of additional fields to the process
The name of the cіlovogo hamantsya zberіgaєtsya in the additional field of the product card. In order to secure the payment on the credit card, at ...
The interface for displaying payments in the contact card floated
The interface for displaying payments in the contact card floated https://prnt.sc/yday3e https://prnt.sc/ydaz7a http://crm.sportlife.ua/admin/shop/...
action generate expected payment
https://prnt.sc/xcsh0s if the process goes through different stages - two payments are received, despite the setting how to fix?
amount in words in document template
and to write the amount in words in the template, it is necessary to create an "expected payment"?
finalize the action "Distribute payments among processes based on expected payments" (selection by several conditions)
it is necessary to refine the action "Distribute payments among processes based on expected payments" in such a way that it is possible t...
refinement of the action "Distribute payments among processes based on expected payments" (distribution of payments among several processes while maintaining the original payment)
the action "Distribute payments among processes based on expected payments" needs to be improved in such a way that the action automatica...
finalization of the functionality of posting actual payments through expected payments
Business Requirement if necessary, I will detail this TOR for individual tasks according to the blocks of the TOR please evaluate TK block by block...
When placing an order, the amount is shown with a minus
When placing an order, the total amount of the order climbs with a minus. (This was not the case last week) The expected payment is created outgoin...
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