1. Transactions User Guide
  2. Case Summary
  3. Promise to Pay
  4. Creating a Quick PTP

3.5.1 Creating a Quick PTP

You can create a quick PTP by specifying details, such as task, promise type, and the promised amount.

To create a quick PTP:
  1. Navigate to the Case Summary page.
  2. In the Account widget, select the required account from the account list.
  3. In the Promise To Pay widget, select task from the Task list.
  4. From the Promise Type list, select the promise type.
  5. In the Amount field, enter the amount that the customer has promised to pay.
  6. In the Date field, select the date on which customer has promised to pay the amount.
  7. Click Save PTP.