Under Agreements > Payment promises you see every promise from a customer to pay an amount on a date, with the status, the amount and the outstanding receivable.
Layout
| Part | Contents |
|---|---|
| Intro card | "Meet payment promises" (badge New) with an explanation. Close it with Hide this notice. |
| Status tiles | All, Active, Unfulfilled, Fulfilled; each with a number, Total and Outstanding. |
| Table | Subject (filter; below it the payment promise profile), Customer, Due date (sortable), Committed amount, Outstanding, Receivable. |
| Export | See Exporting payment promises. |
| ā¦ per row | Cancel payment promise. See Cancelling a payment promise. |
Statuses
| Status | Meaning |
|---|---|
| Active | The due date has not been reached yet. |
| Unfulfilled (in the panel: Broken) | The customer did not pay (in full) before the due date plus respite days. |
| Fulfilled | The customer has paid. |
Good to know
- You set up what happens with a broken or partly fulfilled promise with a payment promise profile. See Payment promise profile: fields and options.
- A promise is created in two ways: the customer sets a payment date in MyCase, or a colleague records the promise in the portal, for example after a phone call.
See also
- Viewing a payment promise
- Task types (Broken payment promise, Fulfilled payment promise with remaining balance)