Use Promise to Pay to track invoices that your customers confirm they will pay and when they expect to pay them. This gives you visibility into which payments will hit your bank account.
Set up a promise to pay
From your team
Anyone in your team can add a promise to pay following a conversation with your customers.
To do this, you can go on the invoice details page and click on “Add a promise to pay”
Then fill in the details and hit Set.
The promise to pay will then be set on the invoice and mentioned in the timeline.
From the customer portal
Your customers can also give you a promise to pay right from the portal and the invoice.
When they set the promise to pay, the assigned users and finance users will receive a notification about it. You can then decide to pause or continue the collection for that customer.
Similarly, you receive a notification when they remove the promise to pay from the portal.
Track promises to pay
You can see all your promises to pay from the invoice list view and see the ones that are late or are at risk of being late to take preventive actions.
Additionally, you can see those promises to pay in your invoice list export.
Any additional questions? Submit a Support request at the top of this article!