In Agreements > Payment promises, click a row. The collection order panel opens with the Payment promise section: committed amount, paid, status, due date, who started the promise and the profile used.
How to do it
- Go to Agreements > Payment promises and click the promise.
- Read the Payment promise section:
| Field | Meaning |
|---|---|
| Committed amount | What the customer promised to pay |
| Paid | What has been paid so far |
| Status | For example Broken |
| Outstanding | The rest of the committed amount |
| Receivable | Total outstanding amount of the collection order |
| Due date | The date by which payment had to be made |
| Initiated by | Name and role (for example Employee) |
| Profile | The payment promise profile |
- If needed, look below it at Settlement, Invoices, Timeline (with "Payment promise created by {name}", "Payment promise cancelled by {name}") and Details.
Good to know
- You can close the "New Payment promises" info card in the panel with the cross.