Promises & payment plans

Who promised to pay and when. A promise — in a customer's reply or one you record after a call — pauses that invoice's reminders until its date. Now: waiting on 1 promise.

Record a promise

Waiting on 1 promise · USD6,500.00 A promise pauses that invoice's reminders until its date; if no payment comes, they resume on their own. Nearest date: Oct 03

CustomerPromised byAmountStatus

Astshaw LogisticsINV-1260

Oct 03 USD6,500.00 Waiting · in 3 days

What the customer promised

INV-1260USD6,500.00 · by Oct 03

What happens next

Until Oct 03 reminders on this invoice are paused. If the payment arrives, the promise is kept; if not, reminders resume on their own.

The expected amount shows in the FP&A forecast.

Rosford SystemsINV-1258

Sep 24 USD6,200.00 Broken — reminding again

What the customer promised

INV-1258USD6,200.00 · by Sep 24

What happens next

The date passed without payment — reminders resumed.

Halshaw EnergyINV-1234

Sep 25 USD5,900.00 Kept

What the customer promised

INV-1234USD5,900.00 · by Sep 25

What happens next

The payment arrived — the promise is kept, no more reminders on this invoice.

Record a promiseA customer promised by phone or in person? Record it — reminders on that invoice pause until the date, exactly as when the promise comes in a reply.

Invoice

Will pay by

Amount promised

In the invoice's currency. If the payment has not arrived two business days after the date, the promise counts as broken and reminders resume. Nothing is sent to the customer.