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How can I see a report of all upcoming payment authorizations and when they will be made?
How can I see a report of all upcoming payment authorizations and when they will be made?

Here's how you can use the Custom Columns in your project list to see all upcoming pre-authorized payments.

Colin Connor avatar
Written by Colin Connor
Updated over 2 months ago

Knowing when payment authorizations are going to hit will help you keep on top of your customers and their payments.

First, add in the 'Pre-Authorized Amount' and 'Full Payment Due Date' Custom Columns (Learn More).

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Then you'll be able to see which projects have a Pre-Authorized Payment and when it will trigger.

Pro-Tip: Hover over the Pre-Authorized Amount header to see a sum total of all Pre-Authorized Payments.
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