Payment Promises

The Payment Promises tab is used to review promises to pay that have been captured from consumers.

This view helps teams track payment commitments, review promise terms, and inspect the details associated with each record.

Search and Filtering

Payment Promises includes tools to help locate specific records.

Search

You can search by ID.

Plan Filter

You can also filter by plan type using the plan selector.

Export

The Payment Promises tab includes an Export action, which can be used to download promise data for reporting, analysis, or operational review.

Payment Promises Table

The Payment Promises table includes fields such as:

• Amount

• Monthly Amount

• Account #

• Payment Period

• Plan

• Created At

• Payment Frequency

This gives teams a quick summary of the promise before opening the detailed record.

Payment Promise Details

Selecting a promise expands the detailed view.

Contact Information

The details view includes consumer contact information such as:

• Name

• Phone

• Email

Promise Details

It also includes payment-specific fields such as:

• Total Amount

• Monthly

• Period

• Discounted

• Payment Progress

This helps teams understand the size and structure of the promise, along with current progress toward completion.

When to Use Payment Promises

Use this tab when you want to:

• review promises captured during engagement

• confirm the terms of a payment commitment

• inspect contact details tied to a promise

• export payment promise records for review

Summary

The Payment Promises tab gives teams a structured view into consumer payment commitments, including promise terms, contact details, and progress tracking.