Apply a Promise Arrangement

Use the Promises tab on the Account tab in the Payment Entry window to apply a promise arrangement to an account or group of linked accounts. If your organization didn't establish a promise arrangement previously for an account or group of linked accounts, the Promises tab is unavailable.

To apply a promise arrangement

1. In the Main Menu window, from the Apps menu, click Payment Entry. The Payment Entry window appears.

2. Do one of the following:

• If you know the file or account number, do the steps to Retrieve an Account by Account Number.

• To search for an account using simple search, do the steps to Search for an Account Using Simple Search.

• To search for an account using advanced search, do the steps to Search for an Account Using Advanced Search.

3. On the Account tab in the Payment Entry window, click the Promises tab.

4. In the data grid, click a promise arrangement to select it.

5. Click Spread Selected Arrangement Amount. The Payment or Links tab appears, reflecting the promise arrangement.

6. On the Payment tab, click Accept to apply the promise arrangement. 

Related Topics

Payment Accounts