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Payment promises

Agent

A payment promise is the debtor's agreement to settle all or part of their debt by a given date.

Step-by-step

Record a promise

  1. Open the engagement record.
  2. Click "New promise".
  3. Enter the promised amount, the due date and an optional note.
  4. Click "Confirm".

View active promises

  1. In the engagement record, go to the "Promises" tab.
  2. Each promise shows its status: Pending, Fulfilled, Broken.

Mark a promise as fulfilled

  1. Find the promise in the "Promises" tab.
  2. Click "Mark as fulfilled" as soon as payment is received.

Handle a broken promise

  1. If the due date passes without payment, the promise automatically becomes Broken.
  2. Log a new follow-up action.
  3. Create a new promise if a new agreement is reached.

Interactive tour

Launch the "Payment promise" tour

Permissions

Action Agent Manager Admin
Create a promise ✓ ✓ ✓
Mark as fulfilled ✓ ✓ ✓
Delete a promise ✓ ✓
View team promise stats ✓ ✓

FAQ

Q: Can there be several active promises on the same engagement? Yes, in particular as part of a staggered payment plan.

Q: What happens if the date passes before I mark the promise? It automatically switches to Broken.