A Payment Schedule – Notice Given report shows all contracts where a future cancellation of payments has been scheduled. It includes key details about each customer, along with the date from which collections will stop, helping you track upcoming cancellations and maintain accurate records of payment schedules.
The report highlights the Notice Given Date, which reflects the future date that collections will cease. This is not the date the cancellation was applied, but the effective stop date for collections.
Records remain in the report even after the notice date has passed. This ensures you have a complete and permanent historical record of all cancellation notices applied.
📌Note: By default, the report displays contracts where notice has been given within the last three months up to today. You can adjust the date range using filters to view earlier or more recent records.
Available columns
Bank Reference
Customer Reference
Additional Reference
Status
Notice Given Date
Last Payment Date
Last Payment Amount
Title
Name
Company Name
Address
Post Code
Home Phone Number
Mobile Phone Number
Work Phone Number
Email
Cancellation Code
Cancellation Reason
Cancellation Date
Additional columns, including custom question fields, may be available to further customise your report.
Create a Payment Schedule – Notice Given report
Click the Reports & Analytics tab on the left-hand side.
Within the Standard Reports section, select View Reports.
Under the Create Report panel, locate Payment Schedule – Notice Given.
Click Configure Report.
Under the Filters section, click the dropdown to select the relevant filters.
Click Apply Filters.
Under the Columns section, click the dropdown to select the required columns.
Click the format dropdown in the Live Preview panel to select CSV or XLSX.
Click Download.
📌Note: Under the Filters section, click Clear to start your search again.