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Manage promises, installments and reminders
Follow overdue balances and customer commitments with consent and review controls.
Track balances and promises
Use Invoices to search outstanding balances and review aging. Record a promise with its amount and due date. Its progress follows confirmed receipts and corrections; recording a promise does not reduce the balance. Overdue or missed commitments appear in workspace attention.
Agree an installment arrangement
Create the installment terms against the current balance and review them before asking the customer to accept. The customer accepts the exact version in their verified Portal. Acceptance does not charge a payment method or create receipts. Confirmed allocations track progress; changed terms need fresh acceptance, and defaults or cancellation remain in the history.
Review each reminder
Reminders start disabled. Configure recipient consent and frequency controls, then have an Owner or Reviewer approve each send. Active billing holds, relevant commitments or payment attempts can pause follow-up. A delivery with an uncertain result needs review before another send.
Still need help? Contact support with the case ID and a description of the issue.