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.
