View a Promise Note

Use the Promise Note dialog box to review promise notes for the account. You can use promise notes for:

• NSF accruals or to hold payment entry until you verify sufficient funds for a specific customer on an account.

• Fee review for forwarded accounts.

• Any miscellaneous account-specific information.

Note: If a promise note exists for the account, the Promise Note dialog box displays as soon as the system retrieves the account in the Payment Entry window. 

To view a promise note

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.

The Account tab in the Payment Entry window appears.

3. In the Account menu, click Display Promise Note. The Promise Note dialog box appears.

4. To delete a note, select the Clear check box and then click OK.

Related Topics

Payment Accounts