Deferral Schedule

  • 1 December 2022
  • 2 replies

Userlevel 2

I have a prospect that receives payments for a scheduled training session i.e. month-1- payment is received however training can be scheduled to take place in month-3- but very often training classes are not yet full so they push training out again say to month-4-.


How flexible is our deferral codes or deferral schedules in these instances? I.e., if a scheduled month or two months are missing and do not get ‘run’ or posted, what happens?


Can they just skip months as necessary, then run the applicable month and update the schedule somehow?




Best answer by Kandy Beatty 9 December 2022, 15:47

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2 replies

Userlevel 2



Did I answer my own question in this post?

Userlevel 7
Badge +16

Hi @kemery 

Have you looked at the recurring transactions for AR?

I know they can be skipped and not ran.


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