The payment promise system makes it easy to track your clients' payment commitments. You can access it in two ways: via the Clients > Payment Pledges menu or directly in the Current report on a client's file. This module centralizes all invoices for which a client has made a payment promise and allows you to enter and view this information quickly and easily.

1. In the Payment Pledges menu

Click on Clients > Payment pledges > +Add.

Then, enter the following information:

• Client

• Amount

• Currency

• Check

• Contact

• Sent date

• Follow-up date

• Notes

In the option This pledge was made for the following invoices, check the invoices that correspond to the amount pledged by the client.

Then click on Save.

2. In the Current Report menu

Click on Clients > Clients and select the client to enter or verify the payment pledge.

In the Info tab, scroll down until you find the Current button in the bottom right corner. Click on it.

The page will display the details of the client’s unpaid invoices and, at the bottom of the page, you will find the Payment Pledge menu.

You can check existing promises or create a new one by clicking the red +New button.

Thanks to this feature, you can schedule your follow-ups based on the indicated dates and quickly check which promises have not yet been fulfilled. When a promised invoice is paid elsewhere in the system, the corresponding payment promise is automatically archived and remains visible in the client’s history, ensuring complete traceability.