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 hendelse.
3. 3Set Retning to Inngående or Utgående.
4. 4Enter the Beløp, Valuta, and Forventet dato.
5. 5Give it a Tittel so you can recognise it later: f.eks. Lønn, Husleie.
6. 6If it repeats, set Gjentas to monthly, every 3 months, or yearly, and optionally Slutter den. Gjentas til du fjerner den. With the Budsjett switched on, repeating payments are added there instead: Husleie, lønn og andre faste betalinger legges inn i budsjettet, og dukker opp her av seg selv.
7. 7Lagre.Editing a repeating line edits the whole series.

Denne hendelsen gjentas. Alt du endrer her gjelder alle betalingene 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, Slett asks Fjerne denne betalingen, eller alle? Denne betalingen {{date}} er én av flere i en gjentakende hendelse. Fjerner du hele serien, forsvinner alle betalingene i den, både tidligere og fremtidige. Bare denne betalingen leaves a gap you can Hent den tilbake. 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.