Promises to Pay

This sub-section contains a record of each Promise to Pay (or P2P) made by a customer. Each P2P is indicated by a clickable "card" that will open up a sidebar, allowing you to view important details, including the Expected Payment Date, the P2P Status, and related Invoices. In this sidebar, you can also cancel any active P2Ps.

• Active: Active P2Ps 

• Cancelled: P2Ps that have been cancelled

• Completed: P2Ps that have been fully paid by the expected payment date

• Expired: P2Ps that have not been fully paid by the expected payment date 

To create a P2P, you need to first select invoice(s) from the Outstanding Invoices table. This can be found in either the Invoices or Customers sections.

If selecting multiple invoices, click on the "More" button on the bottom right of the screen, and then click "Add P2P."

If selecting a single invoice, click on the three dots on the right-hand side of the table when hovering over a row. Next, select "Add P2P" from the dropdown list that appears.

You can also create a P2P from the "More" button in the outstanding invoice sidebar.

Next, enter the required information for the P2P:

1. Select the expected payment date

2. Enter any notes in the memo section

3. Click Add P2P

A P2P cannot be created if you have selected invoice(s) with an existing P2P. Additionally, the Add P2P option will not appear if you have selected invoice(s) across multiple customers. 

You can edit the expected payment date or cancel a P2P at any time before completion. To edit an expected payment date or cancel a P2P, select a P2P from the payments table. In the sidebar, click "Edit Expected Payment Date" or "Cancel P2P." You can also edit the memo of the P2P on this screen.