Payment deferral

Payment deferral is the action of delaying a payment request.

The usual use case is that a customer knows that he won’t have enough cash to pay his bill on due date.
He/she calls the customer service and asks for an additional delay.

Payment deferral settings

Payment deferral is an optional feature.

You can activate it in General settings / Payment settings by activating the “Allow payment deferral” toggle (1):

Here you can also configure:

• Maximum delay (2): the maximum additional delay (in days) that can be granted, per deferral

• Maximum deferrals (3): the maximum number of times a deferral can be granted, per invoice

Recording a payment deferral

As customer service agent, you may have to record a payment deferral.

This is performed on the Customer’s 360° view in the Customer application:

1. Go the balance tab

2. Select a single invoice

3. Hit the “Payment deferral” button

4. A popup will show up to input the new desired collection date

NOTES

• The new collection date must be be greater than the current collection date and lower or equal to the current collection date + maximum delay.

• The payment deferral button will be grayed if the maximum number of deferral has already been reached.