Help centre/Get paid/Payment promises

Payment promises

Record when a customer says they will pay, and act if they do not.

• How payment promises work

  Record a customer's promise to pay by a certain date, pause chasing until then, and get told when the promise is broken.

• Let customers promise to pay from the portal

  Add a Promise to pay button to unpaid invoices in the customer portal, and what happens when a customer uses it.

• Follow up when a promise is broken

  Set the grace period, get notified, and run a firmer reminder or escalation automatically after a broken promise.