Link copied -

Application "Expected Payments"

Allows you to manage incoming and outgoing payments that are expected in the future. You can plan all receipts and expenditures in the form of virtual future payments.

To add a new pending payment, you must:

1. Install the "Expected Payments" application;

2. Open the process for which you want to add a pending payment (the pending payment must be bound to the process).

3. Send the process to the application “Pending Payments” → “Add Pending Payment”:

4. Be sure to indicate the amount and date of the expected payment, the rest of the fields are filled in if necessary:

5. Click “Save”:

As a result, the expected payment will be added to the specified process.

To view all expected payments for the process, you must:

1. Open the process for which you want to view the expected payments.

2. Send the process to the application “Expected Payments” → “Show Expected Payments of the Process”:

Once the actual payment has been received, you can manually mark the expected payment as received:

In order for OneBox OS to automatically mark the expected payment as received when the actual payment is received, follow these steps:

1. Open the "Expected Payments" application;

2. Select "Other Application Settings":

3. Enable the setting "When adding a payment from a client, reduce the amount of the expected payment for this order":

If necessary, you can specify the percentage of error, as well as the number of days to automatically receive the expected payment:

Using the filter panel, you can filter your expected payments according to the required criteria:

Below the list of expected payments, summary lines are displayed, which indicate general information about expected payments: