Plan: Pro and above. Starter and Growth can still pause an invoice manually; structured promises are Pro+.
Promises turn “I’ll pay next Friday” into a dated record both of you can see.
Customer path (portal, Pro+)
- Open the payment link → Tell us when you’ll pay.
- Pick I’ll pay by (date).
- Optional: enter a smaller Amount. Leave blank to promise the full balance. The page explains that reminders for the whole invoice still pause until the date even if the amount is partial.
- Confirm. The portal states that reminders pause until then.
Your path (invoice)
- Open the invoice → Record a promise.
- Enter promised date, optional amount, and a private note (for example “confirmed by phone”).
- Save promise.
While a promise is open
- Automated chasing on that invoice is designed to stay quiet until the date.
- You can still see the promise on the invoice activity trail.
- If they pay early, payment detection should clear the need to follow up.
If the date passes unpaid
See Broken promises. The product is designed to surface a missed date so you can follow up without inventing a new conversation from scratch.
Promise vs payment plan
A promise is usually one date. A payment plan splits the balance into multiple instalments with a schedule — use Payment Plans when one date is not enough.