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How can I see the Payment Schedule for my projects?
How can I see the Payment Schedule for my projects?

Here is how you can view upcoming payments from the Billing tab in a project.

Sierra Burton avatar
Written by Sierra Burton
Updated over a week ago

You can view the Payment Schedule directly in the Billing tab. This section shows upcoming, pre-authorized, and overdue payments based on your project's payment policy. Follow the steps below to get started.

  1. Navigate to the 'Billing' tab in a project

  2. Scroll down to the 'Payment Schedule' section

  3. Check the 'Status' column to see if the payment is upcoming, pre-authorized, or overdue

  4. Check the 'Amount Owed' column to view the remaining project balance for a client

  5. Check the 'Amount Paid' column to view the net pay for a client in that project

The screenshot below shows an example of how the Payment Schedule will appear in a project with multiple payments.

Authorizations will remain visible in the Payments table until the full authorized amount has been captured.

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