Payment schedule document
H
Hemanth Kumar
Hi Nicolas,
Thank you for sharing this request.
Today's update includes the option to export project payments to a CSV file. Please take a look.
N
Nicolas Levesque
Hemanth Kumar Hi Hemanth. Unfortunately this won't work. I tried the CSV export and I'm able to create a document that meet our needs but unfortunately by doing that, we deprive ourself of D-Tools feature like auto-reminder that our client receive when their due date is passed. If we want to keep it we have to send our document AND send the request through D-Tools which, unsurprisingly, customers don't like... What we really need is the possibility to customize the way the payment calendar will look from wtihin DTC
P
Perry Blackman
Absolutely!