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changes.mady.by.user Patrick Hauser (Unlicensed)

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changes.mady.by.user Patrick Hauser (Unlicensed)

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Note

Italicized terms represent clickable icons on the specific screen being discussed.

Terms in blue are links to additional information about the described functionality.

Access - Note: Depending on your management settings, you may not have this functionality.

  • (A) Promise to Pay - From within the Customer card, click to open the Promise to Pay window.



Date & Reason

  • (B) Select Date (required) - Enter the date which the Customer promises to pay their balance. You may also click the calendar icon to select a date.
  • (C) Reason (required) - Click the window to document a reason for the delayed payment.  



Confirmation - Note: This icon only becomes functional once the new date and reason have been entered.

  • (D) Confirm - Click to save the new payment date. Future Collection events automatically update based on the new Promise to Pay date.

Close

  • (E) X - Click to close the Promise to Pay window.