Promises to Pay
A Promise to Pay records a customer's commitment to pay specific invoices by a specific date. This sub-section holds a record of every P2P on your account.
Each P2P is a clickable card that opens a sidebar with the full details: the P2P ID, the Total Amount promised, the Expected Payment Date, the status, who created it and when, a link to the customer, and the related invoices. If the P2P has been paid in full, the sidebar also shows the Paid On date.
You can filter the list by ID, Expected Payment Date, Status, Customer, and Home Location.
P2P statuses
Active. The promise is open, and the expected payment date has not passed.
Completed. The promised invoices have been paid in full. A P2P can complete after its expected date, so if a customer pays late, the P2P moves from Expired to Completed.
Expired. The expected date passed without the invoices being paid in full. P2Ps are expired by a daily process, so the status updates the morning after the expected date rather than at midnight. Expired P2Ps are also reflected as Broken P2Ps on your dashboard and on the customer record.
Cancelled. Your team canceled the P2P.
Permissions
Creating, editing, and canceling P2Ps requires the Manage Promises to Pay permission. Without it, the menu options and sidebar buttons appear greyed out. An admin on your team can grant it under Settings > Company > Team Management.
Creating a Promise to Pay
Step 1: Select the invoices
Select the invoices from the Outstanding Invoices table, in either the Invoices or Customers section.
Multiple invoices. Select them, click More at the bottom right of the screen, then click Add P2P.
A single invoice. Hover over the row, click the three dots on the right side of the table, then select Add P2P.
From an invoice. Open the invoice sidebar and use the More button there.
Step 2: Enter the details
Select the expected payment date. This has to be a future date, and it defaults to tomorrow.
Review the invoices listed in the window. You can remove one with the trash icon beside it, but at least one must remain.
Add a memo if you want one. This is optional.
Click Add P2P.
There is no amount to enter. The Total Payment Promised is calculated from the outstanding balances of the invoices you keep in the list.
Invoices covered by a P2P are marked with two orange rectangles in the activity icon column of the invoices table, so you can spot them without opening anything.
Why can't I create a P2P?
The Add P2P option is always visible. When the selection is not eligible, it is greyed out, and hovering over it tells you why. These are the reasons:
What blocks it | What to do |
|---|---|
The invoices belong to more than one customer | A P2P covers a single customer, so split the selection |
An invoice already has an active P2P | Remove it from the selection, or edit the existing P2P instead |
An invoice is already on a payment plan | Remove it from the selection |
An invoice already has a pending payment | Wait for the payment to settle or fail |
A pending payment will cover an invoice in full | Nothing to promise, so remove it from the selection |
A selected invoice has a negative outstanding amount | Remove it. This one appears inside the Add P2P window rather than on the menu |
An invoice whose earlier P2P was completed, canceled, or expired can be promised again. Only an active P2P blocks a new one.
Editing and canceling
You can edit the expected payment date, edit the memo, or cancel a P2P while it is Active. Open the P2P and use Edit Expected Payment Date or Cancel P2P in the sidebar. You can edit the memo on the same screen.
Once a P2P is Expired, Completed, or Canceled, it can no longer be edited or canceled. If a customer misses the date and you agree on a new one, create a new P2P on the same invoices. That is allowed, because the old promise is no longer active.
Changes your customer can make
If a customer pays part of an invoice in the portal and indicates they are paying the rest later, the existing active P2P on that invoice is updated with a new date and amount rather than a second P2P being created. So you may see an expected date change that nobody on your team made.
Your team can also record a promise this way. When creating an invoice dispute, choosing Paying Later instead of a dispute reason records a promise to pay with the date you set rather than a dispute.
Notifications
Your customer is notified when a P2P is created, updated, canceled, or expires without being paid in full. A reminder is also sent one day before the expected payment date.
Both are controlled by your own notification settings, under Promise-to-Pay and Promise-to-Pay Expiration Reminder. If those are switched off, your customer will not see a P2P reminder.
Getting help
Email support@gosuppli.com with the customer name and the P2P ID. If a P2P has expired and you need the promise reinstated, tell us the original date and amount, though in most cases creating a new P2P on the same invoices is faster.