Payment schedules
Organize expected milestones against the relevant deal or unit.
Reservation milestone · €10,000
Separate what is due from what is received.
Read the payment schedule alongside verified receipts and the event history behind them.
Four-month demo schedule
What is due. What is cleared.
Projected€284,000
Verified payments€196,000
Outstanding€88,000
| Month | Projected | Received | Outstanding |
|---|---|---|---|
| September | €72,000 | €56,000 | €16,000 |
| October | €89,000 | €79,000 | €10,000 |
| November | €68,000 | €36,000 | €32,000 |
| December | €55,000 | €25,000 | €30,000 |
Extend your REX-OPS sales operation
Explore this capability for a specific team or job alongside the core property-sales process. Configuration follows your operation.
The work behind the workflow
Payment follow-up needs the deal context.
A receipt, payment schedule and sales record can tell different parts of the same story. Finance and sales need a shared way to understand the next milestone.
Payment tracking brings expected amounts and recorded activity into the transaction workflow, supporting review and follow-up.
From record to next responsibility
A receipt needs the right context.
STEP 01
Set the schedule
Record the agreed milestones for the transaction.
Select a step to follow the record.
A204 · Reservation payment
- Property
- A204
- Milestone
- Reservation
- Scheduled amount
- €10,000
Next to review: record the receipt
Recorded receipts must be reconciled with their source. A record alone does not prove payment.
Inside Finance & payment tracking
Trace the milestone and the receipt.
Explore the demonstration workspace. Use its controls to inspect the records and context behind the workflow.
Explore the workspace
REX-OPS Demo workspaceDemo dataDT
Accounting
See what is projected, received and still outstanding.
Projected cashflow€284,000Four-month demo schedule
Received · Cleared€196,000Verified payments
Total overdue debt€16,000Follow-up required
| Month | Projected | Received | Outstanding | Overdue |
|---|---|---|---|---|
| September | €72,000 | €56,000 | €16,000 | €16,000 |
| October | €89,000 | €79,000 | €10,000 | — |
| November | €68,000 | €36,000 | €32,000 | — |
| December | €55,000 | €25,000 | €30,000 | — |
Synthetic payment records. Switch between the monthly overview and the event ledger.
What to look for
The detail makes
the difference.
Explore the example above, then consider the records and responsibilities your team needs.
Receipt records
Keep supporting files and payment information with the transaction.
Receipt linked to DEMO-S021
Outstanding milestones
Review due and overdue items in the context of the agreed schedule.
Contract instalment · Pending
Commercial coordination
Keep payment progress available to the teams handling the sale and buyer relationship.
A204 connects the payment and deal
Take the workflow into a more detailed review.
Read the workflow guideConnected capabilities
Keep the work connected to the sale.
Follow this capability into the next part of your REX-OPS process.
Finance & payment tracking
Before you bring the team in
Talk to the teamREX-OPS · Finance & payment tracking
Give each payment its transaction context.
Bring a payment schedule. Explore recorded receipts, reconciliation and the next milestone to follow up.
A personal demonstration of REX-OPS.
YOUR PRODUCT DEMO
- 01Map your transaction milestones
- 02Follow receipt references and source review
- 03Review outstanding amounts and ownership
See the product at work.
In your sales context.