Jeremy Turner posted 5 months ago in Referral Group Best Practices

Monthly recurring referrals

I have a few referrals that pay me on a monthly schedule. I'm wondering how most organizations track this information.

I could either add the recurring referral each month or enter it one time for the year, but then they may not be with me for a full year since its month to month.

How do you all track this type of referral?

Seong, would a recurring referral be something that could be added to the new version of the system you are building?
Seong Bae wrote 5 months ago
Hi Jeremy, There were at some point some questions about how to track recurring payment. Other than manual entries, there is no automated way to keep track of recurring revenus. If there is a greater need for this feature, we can certainly consider adding it. Seong
Jeremy Turner wrote 5 months ago
Thank you Seong.

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