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 Likviditetsprognos from the sidebar.
2. 2Click Ny händelse.
3. 3Set Riktning to Inkommande or Utgående.
4. 4Enter the Belopp, Valuta, and Förväntat datum.
5. 5Give it a Etikett so you can recognise it later — t.ex. Löner, Hyra.
6. 6If it repeats, set Upprepas to monthly, every 3 months, or yearly, and optionally Slutar den. Upprepas tills du tar bort den.
7. 7Spara.

Editing a repeating line edits the whole series. Den här händelsen upprepas. Allt du ändrar här gäller alla betalningar 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, Ta bort asks Ta bort den här betalningen, eller alla? — Den här betalningen den {{date}} är en av flera i en återkommande händelse. Tar du bort hela serien försvinner alla betalningar i den, både tidigare och framtida. Bara den här betalningen leaves a gap you can Ta tillbaka den. Hela 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.