Record a Long Term Promise
You can record a Long Term promise in conjunction with one of the following
activities:
Add Secondary State
Bureau Request
Correspondence
Received
Incoming
Call
Online
Print of Document
Outgoing
Call
Promise
to Pay
Remove
Secondary State
Reviewed
Route
for Review
To record a Long Term promise:
- From the Action
dialog, select the Promise hyperlink.
- Select Long Term. The long-term promise
displays fields for recording two payment amounts, the promise date
for the first payment, the frequency of payments, and the day payments
are expected.
- In the Part 1 Amount field, enter the amount of
the down payment.
- Enter the date on which the down payment is due
in the Promise Date field or click the Calendar widget to select the
date.
- Select the method the down payment will be made
in the Payment
Method drop down for Part 1.
- Enter the amount of future payments in the Part
2 Amount field.
- In the Long Term Promise section, enter the amount
of future payments in the Promise
amount field.
- Select the method the future payments will be made
in the Payment
Method drop down for Part 2.
- Select the frequency of the payment (weekly, biweekly,
or monthly) from the Frequency
drop down. If you select a frequency of monthly, the Day
field displays. Enter the day on which the payments are due in the
Day field.