Entering a Promise to Pay (PTP)

To enter a Promise to Pay on an account, follow these steps:

Locate the Account:

• Option 1: Go to Accounts → Search

• Option 2: Click the magnifying glass icon near the account search field.

Search for Account:

1. Enter the consumer's data (e.g., name, account number).

2. Click Search.

3. Select the desired account.

Enter the Promise to Pay

To enter a promise payment:

1. Enter the amount in the Promised Payment Amount field at the top of the Notate Account section.

2. Enter the date the consumer expects to have the payment received in the Promised Payment Date field.

   1. (Optional) In the Note field, enter relevant notes (e.g., "consumer gets paid on mm/dd/yyyy").

3. Click Apply or Apply to.

Note

Active Payment Plan (Promise) will display at the top of the Sidebar.

ACE will track the account and if the payment is not received by the promised date* the account will be put back into your worklist and the Broken Promise pill () will appear.

*There is a grace period built in by your ACE administrator so ACE won’t break the promise the same day.

To change a promise payment

1. Click on the Active Payment Plan (Promise) in the Sidebar.

2. Make changes and click the Apply button or click the Deactivate button to cancel the promise payment.