A Promise to Pay (P2P) is used when a customer confirms they will settle an outstanding balance on a specific date.
How does “Promise to Pay” work?
If a customer confirms they will pay on a specific date, you can log a Promise to Pay:
Select the Invoices.
Enter the agreed date.
Add notes for context (e.g., “Customer will pay on 2nd October 2025”).
Save the entry.
This will generate a Promise to Pay notification in the customer’s timeline.
