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Check the first payment from the customer

Check via the customer's contract calender when the customer's first payment will start.

Written by Jasmine

If you are unsure of when a customer is to pay their first payment, you can check the date within the customer's contracts tab.

  1. Click on CUSTOMERS.

  2. Select View Customer eye icon, this opens the customer's PROFILE.

  3. Click the customer’s CONTRACTS tab within their profile.

  4. On the contract row, click the calender icon.

The start date will be shown at the top of the screen.

If you also use the left and right buttons to navigate through the months, you will also see that on the day within the calender view, it will reflect as Payment #1 with the amount to be taken.

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