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How do I know if payment collections are enabled on a proposal?
How do I know if payment collections are enabled on a proposal?

Learn how you can quickly identify which proposals have payment enabled

Tom Maxwell avatar
Written by Tom Maxwell
Updated this week

This article shows you all the different ways to see if payment collection is enabled on a specific proposal or your full list of proposals.

Proposal Export

You can view which proposals have payments enabled by using our Proposal Export function.

You can access this export by navigating to your Clients tab β†’ Exports β†’ Proposals, to generate a CSV with the details of your proposals.

Next, you can enter in your desired Start Date and End Date manually, or alternatively use the Date range field as a shortcut.

Once you have selected your reporting period, click Generate Report.
This will generate a downloadable CSV file to your email where you can download your proposal export CSV file.

The Payments column in this CSV file will Indicate what type of payment method was provided upon signing the proposal if payments are enabled.

Identifying payment collections from a client's Billing Schedule and Invoices tab

If you click into a specific client, navigate to their Billing Schedule tab to see all upcoming billing items that will be billed.

You can easily identify which items have a payment method attached in the bottom right-hand corner. Learn more here.

To check all items that have been invoiced already and already collected, navigate to the clients Invoices tab. Learn more here.

If you have any questions, start a support conversation or email

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