ClickSabi Pro
Payments & Disbursements
Payment schedules
Plan the whole set of payments for a project up front.
1 min readLast updated
What a schedule is
A set of planned payments for one project, linked to the relationship, project and proposal it came from.
Status
A schedule is Draft, Active or Cancelled. Individual requests inside it carry their own status.
Milestone context
Each planned payment can be tied to the delivery moment it covers, so the customer can see why it is being asked for.
Related articles
- Payments & DisbursementsRequesting a paymentRaise a request, tie it to a milestone, and record offline payments.
- Payments & DisbursementsUnderstanding project paymentsHow customers pay against a project, and how ClickSabi tracks it.
- Payments & DisbursementsProject funds and what is availableHow funded, refunded, reserved and available are calculated.
- Payments & DisbursementsSubscription billing and project payments are differentTwo separate money flows that are easy to confuse.
Didn't find what you were looking for?
Get in touch with the ClickSabi team or send feedback about the Help Center.
Prefer email? support@mail.clicksabi.com