How do I manage unfulfilled payment arrangements in Fease?

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 payment arrangements?

  • Dashboard: The Promise-to-Pays section shows all outstanding promises, with unfulfilled ones prioritised at the top.

  • Promises to Pay Report: Under Reports, gives a detailed list with due dates and fulfilment status.

What should I do when a promise is broken?

  1. Check the account: Open the account detail view to confirm no partial payment was made.

  2. Resume follow-ups: If the account was paused while the arrangement was active, un-pause it so workflow actions can resume.

  3. Add a note: Record that the arrangement was not honoured, including the original promise date and amount. This creates an audit trail.

  4. Consider escalation: If the account is already at an advanced workflow stage, proceed to the next legal step (Letter of Demand or Section 41).

Where do I manage promise-to-pay records?

Promise-to-pay records can now be edited and marked as complete, partially completed, or not complete directly on Fease, as well as within d6+ Plus Finance — the two systems stay in sync.

Frequently asked questions

Can I mark a promise as Not Complete directly in Fease?

Yes. Open the PTP entry on the debtor's account, click Complete, and mark it as Not Complete if the parent didn't honour the promise (same steps as marking it Partially Completed). You can still manage promises in d6+ Plus Finance too — the two systems stay in sync.

Will workflow actions automatically resume if a promise is broken?

Only if the account was previously un-paused. If the account was paused while the arrangement was active, you need to manually un-pause it before workflow actions will resume.

Should I send a Letter of Demand immediately after a broken promise?

This depends on the account's current workflow stage and your school's policy. Review the account history and consider whether an additional reminder or direct escalation is more appropriate.

Last updated: September 2026 | Version 3.0

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