Let customers promise to pay from the portal

Customers can tell you when they will pay without emailing or calling. The promise lands on the invoice like one you recorded yourself, and chasing pauses until the promised date.

Turning it on

Under Settings, Portal:

• Allow customers to submit payment promises adds a Promise to pay button to unpaid invoices in the portal.
• Require verification for payment promises makes the customer verify their email address by a link first. Turn this on if secure portal mode is off and you want to be sure who made the promise.

What the customer sees

On the invoice page they pick a date and an amount. The amount defaults to the full amount due and cannot be more than that. After submitting, the invoice page shows the promise and the date, and the button disappears while the promise is open.

What happens on your side

• The promise appears on the invoice page and in the timeline, marked as submitted by the customer.
• Policies with Skip when payment promised on (the default) hold off until the promised date.
• If Payment promises set the expected payment date is on under Settings, Advanced, the promised date is also written to Xero or QuickBooks as the expected payment date.
• The user assigned to the invoice is notified. If nobody is assigned, the contact’s assignee is notified, and failing that everyone with the Broken Payment Promise notification on.

A customer cannot change or cancel a promise from the portal. Cancel it from the invoice page if they get in touch with a new date.