SARA has the ability for Promise Payments to be submitted from the Self Service.
Select Promise to Pay button - enter the expected payment date / time and note, click OK to save
The Promise to Pay activity will appear immediately on the home screen for the user assigned the customer, as a follow-up due today. The payment tab will be completed with the promise to pay amount and any invoices tagged that were selected.
To enable this feature:
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Admin > Settings & Utilities > Site Options -> Options tab
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Review the Customer Portal section
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The default activity code can be set within Site Options (Admin > Settings & Utilities > Site Options - Options, Customer Portal section
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Expected Pmt Activity - to enable this feature select a expected payment activity code from the drop down and click Save on Site Options
NOTE: Recommended to setup a specific activity code for customer expected payments:
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Admin > Master File > Activity
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Click the + icon to add a new record
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Select ExpectPay from the drop down for the ActivityBase
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Update the Activity ID and Description and click Save