Adding Single-Payment Promises from the Invoices Screen

Procedure

This procedure describes how to add promises from the customer's Invoices screen using the Add/Edit Promise (20 Only) option.

To add single-payment promises for invoices:

1. Search for the invoices. How?

2. Select the check boxes for the invoices for which you want to add promises, and click Promise. You can select up to 20 invoices from multiple pages.
   The Promise section appears with a row for each invoice you selected.

3. To enter the Promise Amount, do one of the following:

• To enter the amount due for the invoice minus any outstanding disputes or promises, click Copy to All.
  The Promise Amount automatically fills in.

• To enter a different amount, type the amount in the Promise Amount field. If needed, you can enter a negative amount. You receive a warning if the amount entered is greater than the invoice amount due minus any outstanding promises or disputes.

4.  Enter the following promise information for one of the invoices:

5. Promise Due Date

6. Leave the status as Promise Taken.

7. Optionally, click the Note icon to add a note to the promise. Type the note in the Add Note box, and click Save.

Note: When you add a note for a promise, it is available by selecting the note icon for any action item for the invoice.

5. Do you want to copy information from this invoice to all other selected invoices?

6. To save the promise, in the Promise section of the Invoices screen, 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.

Each invoice now has a Promise icon    to indicate that a promise has been entered for this invoice.

Related topics

• Logging Promises to Pay.

• Adding Multi-Payment Promises from the Invoices Screen

• Adding Promises for Batch Processing from the Invoices Screen