Fease now allows you to edit and complete Promise to Pay (PTP) commitments directly on the platform, without having to go into d6 Finance to complete the PTP arrangement there. This article covers how to edit a PTP, mark it as complete, and mark it as partially completed.

Debtors > Accounts > Promise to Pay

Purpose of this feature

Promise to Pay (PTP) commitments can now be managed entirely within Fease. Since Fease and d6 Finance are integrated, updating a PTP on Fease automatically updates the corresponding entry on d6.

How do I edit a PTP commitment?

Step 1: Find the account

1. Navigate to Debtors > Accounts.

2. Search for the account by name, surname or debtor code, or type Promise to Pay into the Tags column.

3. A list of accounts with PTP arrangements will appear.

4. Click on the accountable person's name.

Step 2: Update the PTP entry

1. Click on the Promise to Pay tab at the bottom of the account.

2. On the specific PTP entry, click on Edit.

3. Update the Promise Date and/or Amount Promised as needed.

4. Click on Save.

This will update the PTP for this specific account.

How do I mark a PTP as complete?

1. Follow the same steps as above to open the account and locate the PTP entry (Debtors > Accounts, search or filter by the Promise to Pay tag, click the accountable person's name, then the Promise to Pay tab).

2. Instead of clicking Edit, click on the green Complete button on the specific PTP entry.

3. Tick the box next to Paid Full Amount.

4. Click on the Complete button to confirm.

This will mark the PTP commitment as completed.

How do I mark a PTP as partially completed?

1. Follow the same steps as above to open the account and locate the PTP entry, then click on the green Complete button.

2. Leave the Paid Full Amount box unchecked.

3. Next to Amount Paid, insert the amount the debtor paid.

4. Click on Partially Completed to update the entry.

Notes and important information

• d6 integration: Fease and d6 Finance are integrated, so a PTP marked as Complete, Not Complete or Partially Completed on Fease will also update and be visible on d6.

Frequently asked questions

How do I edit a Promise to Pay commitment on Fease?

Go to Debtors > Accounts, search for the account or filter by the Promise to Pay tag, click the accountable person's name, open the Promise to Pay tab, click Edit on the entry, update the Promise Date or Amount Promised, then click Save.

Do I still need to complete PTP arrangements on d6?

No. You can now edit and complete PTP commitments directly on Fease without needing to go into d6 Finance to complete the arrangement there.

How do I mark a PTP as fully paid?

Open the PTP entry, click the green Complete button, tick the box next to Paid Full Amount, then click Complete to confirm.

What do I do if a debtor only pays part of the promised amount?

Open the PTP entry, click the green Complete button, leave Paid Full Amount unchecked, enter the amount paid next to Amount Paid, then click Partially Completed.

Will completing a PTP on Fease update d6 as well?

Yes. Because Fease and d6 Finance are integrated, marking a PTP as Complete, Not Complete or Partially Completed on Fease will also reflect that status on d6.

How do I find an account's PTP arrangement?

Go to Debtors > Accounts and search by name, surname or debtor code, or type Promise to Pay into the Tags column to bring up a list of all accounts with PTP arrangements.