Does a customer promise to pay before a certain date? Then you record it with Create payment promise in the collection order panel. The customer gets a confirmation and the collection order waits until the due date.
How to do it
- Open the customer and open the collection order. The button is only there for an active collection order.
- At the top of the collection order panel, click Create payment promise (handshake icon).
- Choose the Payment promise profile. The default profile is already selected.
- Check the Amount. By default this is the outstanding amount. A lower amount is possible if the profile allows partial promises.
- Choose the Due date. You can choose from tomorrow up to the maximum number of days in the profile.
- Under Delivery details, check the address the messages about the promise are sent to, for example the Email address.
- Click Save. You see the message "Payment promise successfully started" and the collection order gets the status "Active payment promise".
Good to know
- If you change an address under Delivery details, it is also saved on the collection order ("Corrections are saved on the collection order").
- Which fields you see under Delivery details depends on the channels in the profile.
- You cancel a running promise in the collection order panel. See Cancelling a payment promise.