What is Quick Promise to Pay?

The Quick Promise to Pay allows you to qualify multiple items as a payment promise in a single click, directly from the customer file.

When used, the feature automatically performs the following actions:

• applies the defined status,
• updates the promise date,
• optionally creates a follow-up action if one is associated with the selected status.

This feature aims to simplify the recording of customer commitments and harmonize collection practices.

Where can Quick Promise be utilized?

The quick promise is available from the customer file.
Go to the Reminders and disputes tab for the customer, in the account statement for their outstanding items:

Until the quick promise is configured, the button will remain greyed out on the customer file.

Once configured, the feature will become available and active on the customer file:

How do I activate the fast payment promise?

This feature can be activated via the item status settings.

Go to the Admin tab, Manage item status (disputes, etc.) :


Open the Preferences tab to use the two drop-down menus to set the parameters required to activate and operate the quick promise:


Quick payment promise status: this field allows you to define the status that will be automatically applied when using the Quick Promise button.

The selected status must exist in the list of item status.
It is also possible to associate a specific action template with the status, allowing a follow-up action to be applied automatically.





→ For more information:

• How to manage statuses?

Promised payment date: this parameter defines the delay applied to the promised date: D+0, D+1, D+X.
The date is calculated automatically when the quick promise is applied.

The follow-up date is limited to 5 days in order to maintain a short-term payment promise logic.

Once the settings have been entered, click on Validate to activate the feature.

Usage and use cases

During a call, a customer confirms that they will make a payment within three days.

Action taken by the debt collection officer from the customer file:

• Open the Reminders and disputes tab and go to the account statement
• Select one or more items.
  
  
  
  
  
• Click on Quick Promise and the status change will be saved
  
  
  
   
Result:

• status updated,
• promise date filled in (J+3),
• follow-up automatically scheduled.

How it works with follow-up actions

If a follow-up action is associated with the selected status, an action is automatically created:
>
Promise tracking is integrated into the standard follow-up process.

Best practices

• Define a single dedicated status for Quick payment promises.
• Associate an automatic follow-up action with the status.
• Harmonize the J+X rule across teams.
• Use the feature in real time during customer interactions.

→ For more information:

• How to manage a specific action?