Add a payment to the forecast

Use this for money the CRM does not already hold — salaries, rent, tax, a deposit. Unpaid invoices, subscriptions, supplier bills and pipeline deals are already on the timeline if you have them switched on in settings.

1. 1Open Likviditetsprognose from the sidebar.
2. 2Click Ny begivenhed.
3. 3Set Retning to Indgående or Udgående.
4. 4Enter the Beløb, Valuta, and Forventet dato.
5. 5Give it a Etiket so you can recognise it later — f.eks. Løn, Husleje.
6. 6If it repeats, set Gentages to monthly, every 3 months, or yearly, and optionally Slutter den. Gentages indtil du fjerner den.
7. 7Gem.

Editing a repeating line edits the whole series. Denne begivenhed gentages. Alt hvad du ændrer her gælder for alle betalinger i serien. Changing the date on the occurrence you opened moves when the series starts.

Removing one payment is not the same as removing the series. On a repeating chip, Slet asks Fjern denne betaling eller dem alle? — Denne betaling den {{date}} er en af flere i en gentagen begivenhed. Fjerner du hele serien, fjernes alle betalinger i den, både tidligere og fremtidige. Kun denne betaling leaves a gap you can Hent den tilbage. Hele serien removes every payment in it, past and future.

Only manual events can be edited or deleted here. CRM-sourced chips can be dragged and reset; they are not rewritten from this page.