Promise To Pay
The Promise To Pay screen allows you to search promise to pay. You can also add and remove schedule payments. This screen consists of the following fields:
| Field Name | Field Description | Mandatory (Yes or No) |
|---|---|---|
| Promise To Pay ID | Used to specify promise to pay ID. | Yes |
| Account ID | Used to specify account ID for the promise to pay. | Yes |
| Status | Displays the status of promise to pay. | Not applicable |
| Created By | Displays the user ID who has created the promise to pay. | Not applicable |
| Last Updated by | Displays the user ID who has last updated the promise to pay. | Not applicable |
| Type | Displays the promise to pay type. | Yes |
| Debt Class | Displays the debt class of the account associated with the promise to pay. | Not applicable |
| Current Balance | Displays the current balance of the account associated with the promise to pay. | Not applicable |
| Third Party Payor | Select the Third Party Payor check box if the payments for the promise to pay will be made by a third party other than the person. | Yes |
| Payor Account ID | Indicates account ID of the payor. | Not applicable |
| Start Date | Displays the start date of the promise to pay. | Yes |
| Pay Method | Indicates the payment method for the promise to pay. | Yes |
In addition this screen the Scheduled Payments section contains the following fields:
| Field Name | Field Description | Mandatory (Yes or No) |
|---|---|---|
| Scheduled Date | Used to specify the date when the payment is expected as per promise to pay. | Yes |
| Scheduled Amount | Used to specify amount to be paid on the Scheduled Date. | Yes |
| Clearing ID | Used to display the clearing ID. Note: This field is displayed
when the status of the Promise to Pay is Active.
|
Not applicable |
| Auto Pay ID | Used to specify Auto Pay ID. Note: The auto pay ID can be
specified only if auto-pay exists on the account.
|
Yes |
| Total Amount | Displays the total amount payable as per the promise to pay. | Not applicable |
Note: You can add multiple schedule records with same Scheduled
Date but different Auto Pay ID.
This screen contains the following buttons:
| Button Name | Button Description |
|---|---|
| Cancel | Used to cancel the promise to pay. Note: The Promise to pay
can be cancelled when it is in Pending status.
|
Related Topics
| For more information on... | See... |
|---|---|
| Search zone | Search |
| How to search for a promise to pay | Searching a Promise To Pay |
| How to define a promise to pay | Adding a Promise To Pay |
| How to edit a promise to pay | Editing Promise To Pay |
| How to cancel a promise to pay | Cancelling Promise To Pay |
Parent Topic: Credit & Collections