Contact payment schedule

The Payment schedule panel on a contact lists every installment they owe you. Each row shows due date, amount, status (Pending / Paid / Overdue), and an actions menu.

How to add a schedule

1. On the contact detail page, click + Add payment.
2. Enter due date, amount, optional note (e.g. “Month 2 of retainer”).
3. Save. The row appears immediately.

How to mark paid or edit

1. Click Mark paid on any pending row.
2. Pick the paid date (defaults to today) and confirm the amount.
3. Use the pencil icon to edit the schedule (amount, date, note).

What if

• You see “Invalid time value”? The paid date field needs YYYY-MM-DD format.
• Amount field rejects negatives — refunds are tracked separately as a Note, not a schedule row.