Creating a billing schedule

[John_Townsend]

Hi,

I’m trying to think of the best way to replicate our billing schedule payment profiles where we have % of an annual fee to invoice each month. The below show how we capture this in excel:

At this stage, I’m just looking for ideas on how to structure this.

However, ultimately it would be nice to link opportunities to a payment profile and have each payment date shown in a calendar view.

Thanks!

[Nathaniel_Grano]

Hi @John_Townsend ,
Unless I’m missing something, it seems like this would translate pretty directly into a table in an Airtable base where you %-type have columns representing months and each row represents a payment profile, just as you’ve shown here. In this case, you wouldn’t have FALSE in months with no payments, but rather just leave them empty or 0%.

If you later have an Opportunities table, each Opportunities record could link to a Payment profile and then you could start doing interesting things with lookup columns and formula fields to model things like amounts due each month or the next payment date.