Promise Date

Recording A Promise Date

Occasionally, a customer will be unable to make a payment by his scheduled due date, but promises to pay by a specific date.  In this case, you will want to enter this in the field labeled Promise Date on the customer's main Customer Activity screen.  This is located just beneath their due date.  It will still show the customer as being past due if they, in fact, are past due, but the promise date is there for your records.  By default, the promise date is set to be the same as the due date.

If you would like the Promise Date to print on receipts as the next due date instead of the scheduled due date, go to Miscellaneous, 1 - System Options, and then tab 4 - Payment Options.  In the box labeled "Factors Affecting Receipts" there is a box you can check next to "Check here to print Promise Date instead of due date on receipts."

If you do not want to use the promise date at all, you can ignore it on the customer's screen, or you can disable it.  To disable the promise date, click on Miscellaneous, 1 - System Options, tab 4 - Payment Options, and uncheck the box next to "Always advance the promise date into the future, even if due date is in the past". 

Late fees will be assessed based on the due date, not the promise date.  If a late fee is given to customer, and you don't want to charge them for it, you need to forgive the late charge.  To do this, select the customer through Customer Activity, and click on A - Enter Payments and Other Transactions.  For Transaction Type, choose Forgive Charge.  Then for the amount, enter the amount of the late fee you are forgiving. Just make sure that the forgive charge is applying to the FEES balance in the Apply To box in the bottom right of the Enter Payments screen.