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Promises Breakdown
  • 25 Jan 2024
  • 2 Minutes to read
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Contents

Promises Breakdown

  • Updated on 25 Jan 2024
  • 2 Minutes to read
  • Contributors
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Article Summary

The Promises Breakdown dialog allows you to see the details of promises, along with the related transactions that are part of each promise.

You can access the Promises Breakdown dialog via the following methods:

  • Click on a Promise Reference field within the Promises List.
  • Go to the Customer Screen > Transaction Grid and click on the count of the total number of promises against the transaction.
  • Go through the Log An Activity process in the Customer Screen. If there are existing promises related to the transactions selected, a link appears informing you of this. This allows you to launch the Promises Breakdown dialog to manage the promise before creating a new promise.
  • Go to the Invoices List and click on the count of the total number of promises against the invoice.
PromisesBreakdownPromises Breakdown

The details within the Promises Breakdown dialog are described below:

Column NameDescription
ReferenceThe reference number of the promise. This is an incremental number generated by Credit Hound Cloud and the reference you would use when discussing the promise with the customer.
Promise StatusDisplays the current status of the promise. The statuses are:

OPEN - The promise is active as the promise due date has not been reached.
KEPT - The promise has been kept as the invoice(s) that are part of the promise were paid by the customer before the Promise Due date. The promise to pay has been marked as kept.
BROKEN - The payment was not received by the Promise Due date. As soon as the promise exceeds the Promise Due date, it it is marked as broken. The promise can also be manually marked as broken.
Promised AmountThe amount the customer has promised to pay.
Promise DueThe date the promise will be fulfilled by.
Payment StatusDisplays the payment status of the promise. The payment statuses are:

UNPAID - Reflects a promise where no payment has been made against the related transactions yet.
PART-PAID - Indicates a partial payment has been made against the promised amount.
PAID - This status indicates that the promised payment has been fully settled.
Promised OnThe date the promise was made on.
Promised ByThe customer contact that made the promise.
Promised ToThe user the promise was made to.
. . .
(More Options)		By clicking this button, you will be presented with the actions you can perform against the promise.
  • Mark as paid - Mark the promise as being fulfilled since the customer has paid the invoice(s) related to the promise.
  • Mark as broken - Mark the promise as being broken as the customer has not paid the invoice(s) related to the promise.
  • Cancel promise - A promise to pay can be cancelled, for example if it was created incorrectly so is now void.
They said

The customer contact’s response.

DetailsThe details of the conversation with the customer.
Related TransactionsThe details of those transactions related to the promise.


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