The Requests module lists the fund requests of your firm: requests that ask a client for a deposit, an advance or a top-up of funds. From here you can create requests, record their payments and follow their balance.
Each request has a status that shows where it is in its life cycle and what you can do with it.
The Request Details window shows everything about one request: its status, payments, details and the request sheet sent to the client.
A payment plan splits the amount of a bill or request into installments with due dates, so you and your client can follow when each part should be paid.
Use a request to ask a client for funds, for example an initial deposit or a retainer top-up, and track its payment.
