Create Promise to Pay

These examples illustrate how to create promise to pay.

Let's create a promise to pay for a single transaction for a partial amount of the balance and another mass promise to pay for all transaction that are 60 days past due.

Create Promise to Pay Request for Single Transaction

You can create Promise to Pay request for either full amount or partial amount. Remember that you can enter partial amounts for only single transaction at a time. Here are the steps to create Promise to Pay request for single transaction:

1. Search for the customer account to retrieve the outstanding transactions.

2. From the Transaction tab, select the single transaction that is 30 days past due.

3. Click the Promise button.

4. Click Add row icon.

5. Enter the Promise Date. Note: You can only enter a future date. You can limit this date from the preferences setup.

6. In Promise Amount field, enter a partial or full amount of the transaction.

7. Optionally, select the preferred Payment Method. Note: Only credit cards and automatic fund transfers can be accepted for immediate payment.

8. Click Submit.

Promise to Pay Details for Multiple Transactions

You can create Promise to Pay request for only full amount. Remember that you can't enter partial amounts for mass promise to pay transactions. Here are the steps to create Promise to Pay request for multiple transactions at a time:

1. Search for the customer account to retrieve the outstanding transactions.

2. From the Transaction tab, select multiple transactions that are 60 days past due.

3. Click the Promise button.

4. Click Add row icon.

5. Enter the upon Promise Date. Note: You can only enter a future date. You can limit this date from the preferences setup.

6. By default, the full Promise Amount is displayed.

7. Optionally, select the preferred Payment Method. Note: Only credit cards and automatic fund transfers can be accepted for immediate payment.

8. Click Submit.