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How to use the Promise to Pay feature

Owned by Mike Elberts (Unlicensed)
Last updated: Mar 21, 2020 by Patrick Hauser (Unlicensed)
2 min read

Note

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

Access

  • (A) Promise to Pay - From inside the Customer Card, click to access the Promise to Pay feature.


Reason for Delay

  • (B) Employee dropdown - Click the dropdown to access a list of employees and select your name.
  • (C) Next Date - Click the window to access a calendar and select the date that the tenant has promised to pay by.  Note: Collection events will be delayed until this newly selected date.

  • (D) Month selection - Click this arrow to select a future month.

  • (E) Reason - Click to enter a reason for the delay.
  • (F) Delay - Click to apply the newly selected date and close the Reason for Delayed Step window. Note: If the tenant does not pay by the selected date, Collection events will automatically resume.
  • (G) Save - Scroll down and click to apply the newly selected date to the Customer's account.