How Do I View Upcoming Payments?

Navigation: Financials > Upcoming Payments

In some circumstances, you may wish to see upcoming payments for requests that are being sent in the future - to find out how to do this, follow the steps below:

 Upcoming Payments

 Please note, upcoming payments will only show you payments which are scheduled to be collected in the future.

 Step 1: To view your upcoming payments, hover over ‘Financials’ and click ‘Upcoming payments’.

Step 2: Here you will see a list of upcoming payments with a view of a month ahead. You can amend the date range by entering new dates within the ‘From:’ and ‘To:’ fields and clicking ‘Next’.

Step 3: If you have a long list of upcoming payments you can go to the next page by clicking the arrows at the bottom of the list or by entering the page number you wish to view in the box next to ‘View’.

Once you have followed these instructions you will have successfully viewed your upcoming payments.