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Deadlines view for estimates and invoices

We have added a Deadlines view for new invoices and estimates. It will help the manager control the deadline for invoices and remind the client to make a payment. You will also be aware of estimates your employees are planning to send.

If you notice that sales figures are lower this month compared to the previous one, check how many estimates the managers have sent. They may have been distracted by other things, and most of the estimates are in the Overdue column.

Deadlines — is a kanban with five columns: "Overdue", "Today", "This week", "Next week", "Later".

This view is not available for editing. You cannot delete columns, create new ones, or swap them.

CRM assigns items to columns based on the date field. For invoices, this is the Pay before field.

And for estimates, this field is Valid until.

How to create an invoice or an estimate

If you need to create an item quickly, click the Quick Invoice/Estimate button. CRM will create an invoice/an estimate in the first column, then you can move the item to the stage that corresponds to the payment deadline. You can also create an invoice/estimate by clicking on the + in any of the columns.

Quick estimate

You can drag items between columns, but you cannot manually move an item to the Overdue column.

Let's say the payment deadline is this week. The customer calls and asks for a one-week extension. All you have to do is drag the invoice to the "Next week" column and the Pay before field will update automatically.

How CRM calculates the deadline

  • If you move an invoice or an estimate to This week column, CRM will automatically add one day.

  • Next week column will add seven days to the deadline.

  • Later column will add 14 days.
For example, the invoice is in the Today column and the deadline is 31.01.2023. If you move it to This week column, the date will change to 01.02.2023. If you move the item from This week column to Next week column, the date will be 07.02.2023.

How the Deadline view differs from the Kanban view

There are automation rules in the Kanban view, but not in the Deadline view.

You can also see the total amount in the column in the Kanban view.

In the Deadline view, you can drag an item form up or down, but it won't be saved after you reload the page, unlike the Kanban view.

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