Promise to Pay Management

Promise to Pay Management

This article explains how to record, manage, complete, and delete Promise-to-Pay (PTP) entries for debtor accounts within the Fease platform and d6 Finance.

Debtors > Accounts

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

A PTP is a record used to track 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, accessible via Debtors > Accounts.

How do I record a Promise-to-Pay?

  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. Under the Promises to pay section, enter the Date and Amount promised.

  7. Click Save.

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

Marking a PTP as completed must be done within the d6 Finance system. This feature is not yet available directly on the Fease platform.

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

  1. Allocate the payment in d6 Finance and issue a receipt.

  2. Return to Fease and click the Sync Now button to update the information.

How do I delete a Promise-to-Pay?

You can delete a PTP on Fease or on d6 Finance if it was incorrectly captured. Note that deleting PTPs will remove all history of previous commitments, which can make it difficult to track debtor behaviour and payment patterns over time.

Deleting a PTP on Fease

  1. Navigate to Debtors > Accounts.

  2. Search for the debtor by name, surname, or family code.

  3. Click on the accountable person's name.

  4. Select the Notes section.

  5. Click the bin icon on the right to delete the PTP entry.

  6. Click the save button (cloud icon) at the top to confirm.

Deleting a PTP on d6 Finance

On d6 Finance, you can delete old PTPs that were recorded incorrectly. Deleted PTPs will be archived rather than permanently removed, so a record is retained — however, they will no longer appear in the active history.

Important: impact of deleting PTPs

  • Loss of commitment history: You will no longer have a record of previous arrangements made with the debtor. This history is important for future reference — for example, if a parent has two children at the school and there were several unpaid PTPs recorded during the first child's time, the school needs to be able to see that track record when the second child enrols. Without it, staff have no way of knowing the account has a history of missed commitments.

  • Debtor behaviour tracking: It becomes difficult to determine whether a debtor is a reliable payer if past commitments are removed. PTPs are one of the key indicators used to assess payment behaviour over time.

  • Historic data loss: On Fease, deleted PTPs are permanently removed. On d6 Finance, deleted PTPs are archived rather than permanently deleted, so a record is still retained — however, please confirm with your Finance team how archived PTPs can be accessed if needed.

Frequently asked questions

Where do I find the Promise-to-Pay option on a debtor account?

Navigate to Debtors > Accounts, open the specific account, and go to the Notes section. You will find the Add Promise to Pay button there.

Can I mark a PTP as completed inside Fease?

Not yet. Completing a PTP must currently be done in the d6 Finance system. This feature is not yet available within Fease.

The payment came in but I forgot to complete the PTP — what do I do?

Allocate the payment and issue a receipt in d6 Finance first. Then return to Fease and click Sync Now to pull the updated information through.

Can I record multiple Promises-to-Pay on a single account?

Yes. You can add multiple PTP entries to the same debtor account by repeating the process in the Notes section for each new commitment.

Can I delete a PTP if it was captured incorrectly?

Yes. On Fease, navigate to the debtor's Notes section, click the bin icon next to the entry, and save using the cloud icon. On d6 Finance, you can also delete old PTPs — these will be archived rather than permanently deleted, so some record is retained.

What happens to my data if I delete a PTP?

On Fease, deleting a PTP permanently removes it — you will lose all history of that commitment. On d6 Finance, deleted PTPs are archived rather than permanently deleted, so the record is still accessible if needed. In both cases, use deletion carefully to avoid losing important debtor history.

Last updated: May 2026  |  Version 2.0

© Copyright d6 group (Pty) Ltd.

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