Adding Multi-Payment Promises from the Invoices Screen

Procedure

You can add only one promise for an invoice, but the promise can have multiple payments.

To add multi-payment promises from the Invoices screen:

1. In the Go To column of the selected invoice, click Multi-Pmt.
   The Promise Terms screen appears.

2. In the Promise Amount field, enter the amount the customer promises. If needed, you can enter a negative amount.  

3. In the Promise Due Date field, enter or select the date when the customer promises to make the payment.

4. Repeat entering the Promise Amount and Promise Due Date entries for each promised payment.

5. To save the multi-payment information, click Save on the Promise Terms screen.
   The Promises section of the Invoices screen displays the Promise Amount and Promise Due Date for the first promise entered.

6. To save the promise, in the Promise section of the Invoices screen, click Save.
   Each invoice now has a Promise icon to indicate that a promise has been entered for this invoice.

Tip:    To add more than 5 payments, select the check box for any invoice that has the promise, and click Promise. The Promise Terms screen appears with 5 additional rows for adding payment information. Repeat steps 2 to 6.

7. To add a note for the promise, click the note icon in the Notes column. Type the note in the Add Note box, and click Save.

Tip:  When you add a note for a promise, it is available by selecting the note icon for the invoice.

8. To save the promise, click Save.
   If your collections strategy has a branch of actions that start when a promise is logged, that branch will be activated in response to your entering the promise.

Related topics

• Logging Promises to Pay

• Adding Promises for Multiple Invoices from the Invoices Screen