05-16-2015, 09:53 AM
Two ways come to mind:
1.- Payments and workflows
- Create a Payment record with the due date and amount. This way you can report on past and future payments.
- Add a workflow to send you an email a few weeks prior to the due date
- Add a workflow to create a new payment when the current one is marked as paid
2.- Calendar
- simply create a recurring event and set notifications
1.- Payments and workflows
- Create a Payment record with the due date and amount. This way you can report on past and future payments.
- Add a workflow to send you an email a few weeks prior to the due date
- Add a workflow to create a new payment when the current one is marked as paid
2.- Calendar
- simply create a recurring event and set notifications
Joe
TSolucio
TSolucio