Reports: Expected Payments

The Expected Payments page is your payment forecasting tool in Details, giving you a clear picture of incoming payments across all your events. Whether you're planning ahead or following up on overdue payments, this page makes it simple to track what’s expected, what’s been paid, and what still needs attention.

Search Options

At the top of the page, you’ll find a comprehensive search bar designed to help you narrow down payment records quickly and effectively. You can search using the following criteria:

• Event Date

• Payment Due Date

• Event Name

• Event Lead

• Event Type

• Referral

• Required Payment Name

• Ceremony Location

• Reception Location

• Client Name

• Client Email

To further refine your view, apply these helpful filters:

• Is Due – Shows payments that are either due today or past due

• Is Late – Focuses specifically on payments that are past their due date

• Is Paid - Shows payments that have been successfully processed

Quick Stats

The Quick Stats section offers a real-time snapshot of your selected payments. Based on your current search criteria, you’ll see:

• Payments Summary

  • Grand Total – Total amount expected across all payments

  • Amount Paid – What has already been collected

  • Unpaid Portion – The remaining balance

  • Required Payment Amount – Amount required to be paid

• Payment Timeline

  • Forecasts how much is due in the next 7, 30, or 90 days.

  • Highlights the total overdue amount so you can prioritize follow-ups.

Expected Payments

At the bottom of the page is a table displaying all payments that match your search and filter selections. For each payment, you can view:

• Payment Due Date

• Event Date

• Required Payment Amount

• Unpaid Portion

• Days Late

• Days Until Due

• And more

Use the 'Settings' menu to customize the table layout. Toggle specific columns on or off to focus on the data most relevant to your current query. 

Additionally, the far-left column of the table displays a "Payment Risk" status for clients you’ve previously received payments from. This status is determined based on the client’s historical payment behavior, specifically, whether past payments were submitted on time or late. It’s a helpful indicator for assessing the likelihood of timely payment for upcoming required payments.

Once your table is configured, you can export it as a CSV file to open in your preferred spreadsheet program—ideal for sharing with your team or for financial tracking outside the platform.