Payment follow-up

The "Payment follow-up" screen allows you to view the amounts received and the amounts still to be collected by project. It can be filtered by store, salesperson, workflow or project type.

By clicking on a project, you can access its details.
By selecting one or more projects, it is possible to send e-mails, create tasks/comments or export a list of "received payments" as well as a list of "future payments" over a defined date range in order to retrieve a follow-up in Microsoft Excel.