Reference of all fields in a payment promise profile, with the options from the portal.
Profile settings
| Field | Options or meaning |
|---|---|
| Profile name * | |
| Respite days | Days after the due date in which a payment still counts as fulfilled. |
| Action when nothing is paid * | Fallback to recovery flow, Create task, pause collection order, Resume at original step, Resume at current step. |
| Action when paid but a balance remains * | The same four options. |
| Action when the outstanding amount increases * | Break the promise or Continue the promise (for example when a new invoice is added). |
| Allow partial promises | "Allow a promise for less than the outstanding amount." |
Constraints
| Field | Meaning |
|---|---|
| Minimum amount | "Minimum amount for a promise." |
| Maximum days until due date | "The maximum number of days after creation the due date of the promise may be." |
Communication
| Moment | Meaning |
|---|---|
| Confirmation * | Message sent straight after the promise is recorded. |
| Reminder before due date | With Days before due date reminder: "The number of days before the due date when a reminder is sent." |
| Due date * | Message on the due date. |
For each moment: Add channel and a template.
Good to know
- If you choose "Fallback to recovery flow", an extra field appears where you choose the recovery flow.
- "Create task, pause collection order" creates the task Broken payment promise or Fulfilled payment promise with remaining balance. See Task types.