Viewing Promise Information for an Invoice

Procedure

To view promise information for an invoice:

  1. Access the collection activities. How?

  2. If you are not in the 'All' or "Latest action item per invoice" views, select either of these views from the Action Item View list, and click Search.

Note: You cannot view promises when in the '"Distinct action items" view.

  1. Select a promise indicator ( , , , ) In the Collection Activity section for any action item that has one.
    The Promise pop-up screen displays the following information:

  • Total invoice amount.

  • Promised amount.

  • Promise due date.

  • Whether the promise is broken. If the promise has been broken, the broken promise indicator is displayed in the Broken Promise column.

  • Whether the promise is a multi-payment promise. If the promise is to be paid in multiple payments, the Promise Amount and Promise Due Date are the first payment entered.   

Related topics