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Payment Promises

When a debtor commits to paying, Fynex registers a payment promise. Promises are tracked automatically and can be managed from the Promises page.

Promise Tracking

The Promises page shows all registered promises with:

  • Contact name and account reference.
  • Promised amount and modality (total or partial).
  • Promised date — When the debtor said they would pay.
  • Status — Current state of the promise.
  • Source channel — Which channel the promise was made on.

Promise Statuses

StatusMeaning
ActivePromise is within its due date, waiting for payment
FulfilledPayment was confirmed
OverdueDue date passed without confirmed payment
RescheduledDebtor requested a new date
CancelledPromise was cancelled by the debtor or operator
VerifyingPayment reported, pending confirmation

Managing Promises

  • Filter by status to focus on overdue or active promises.
  • Change status directly from the list using the status dropdown on each row.
  • Click a promise to see the associated account detail.

KPIs

Four metrics at the top summarize promise health:

  • Active — Promises currently pending.
  • Overdue — Past-due promises that need follow-up.
  • Fulfilled — Successfully completed promises.
  • Total Promised — Combined monetary value of all promises.

TIP

Monitor overdue promises daily. These represent the highest-probability recovery opportunities since the debtor already expressed intent to pay.