Promise to Pay Management

Promise to Pay Management

Promise to Pay (PTP) Management

What is the purpose of a Promise-to-Pay (PTP)?

A PTP is a record used for tracking commitments made by a parent or guardian to the school. It ensures a clear record of the amount they promised to pay and the specific date on which they agreed to pay it.

Where do I add a Promise-to-Pay?

PTPs are added directly to the individual debtor's account profile, which can be accessed via the Debtors > Accounts section.

What are the steps to record or add a PTP?

  1. Navigate to Debtors > Accounts.

  2. Select the specific account.

  3. Go to the Notes section.

  4. Click Add Promise to Pay.

  5. Set the Note type to Promise to pay.

  6. In the section underneath "Promises to pay," enter the Date and the Amount promised.

  7. Click Save.

How do I mark a Promise-to-Pay as completed?

  • This must be done within the d6+ Finance system, as the feature is not yet available on the Fease system.

What if I forgot to complete a PTP when the payment was made?

  1. You will need to allocate the payment in d6+ Finance and issue a receipt.

  2. After this, return to Fease and click on the "Sync Now" button for the information to be updated.

    • Related Articles

    • How do I add a Note?

      How do I add a note? What is the purpose of adding a note to an account? Notes are useful for keeping a clear and concise track record of all communication and important information received from a parent or guardian regarding their account. How do I ...

    • How do I use the Payments and Promises to Pay Reports?

      This article explains how to use the Payments Report and Promises to Pay Report in Fease to track cashless payments and monitor payment commitments made by parents. Fease > Reports What does the Payments Report show? Access via Reports > Payments ...

    • What are Ad Hoc Actions?

      Ad Hoc Actions: Payment Reminders Ad Hoc Actions are distinct workflows, separate from standard Workflows, that can be automated to manage specific financial activities like payment follow-ups. Promise to Pay Reminders The Promise to Pay feature ...

    • How do cashless payments and the Pay Now button work?

      This article explains how the cashless payment integration works in Fease, enabling parents to pay outstanding fees directly from their statement via the Pay Now button. Fease > Configuration > Settings > Cashless Integration How does the cashless ...

    • How do I manage unfulfilled payment arrangements in Fease?

      This article explains how to identify and handle broken payment promises in Fease, including how to resume follow-ups and escalate accounts where arrangements have not been met. Fease > Dashboard / Reports > Promises to Pay How do I identify broken ...