Payment promises and payment schedules

In short

A payment promise is a customer statement, not proof of collection. Billabex can extract its date, amount, and currency, show it in the summary, and delay the next action until after the promised date. For a schedule, the first firm installment is stored as the commitment while invoice installments remain tracked separately.

Expected result

The active promise reflects customer wording and the next action waits without marking the invoice paid.

Before you start

• Review the email where the customer explicitly commits.
• Compare date, amount, and currency with account documents.

Procedure

1. Open the situation summary and locate the active promise.
2. Verify its origin in the thread and how precise its date is.
3. For installments, compare the recorded first due date with the announced schedule.
4. Open forecast to see how the promise covers the nearest invoices.
5. After the date, check synchronized payment before another follow-up.

What Billabex does

Billabex keeps a structured promise for scheduling context. It prevents later messages from presenting that declaration as received payment or certain confirmation.

If the result is not what you expected

• A vague date may need human clarification before it can be scheduled.
• A promise below the balance does not settle other invoices automatically.
• When payment arrives, wait for synchronization instead of editing the promise manually.