Record a specific date
When the client says “Friday,” confirm which date they mean and enter it in the invoice record. Add context to the contact history so you can understand the agreement later. If the timing is uncertain, record that uncertainty instead of turning it into a firm expected receipt.
Let the current promise guide the queue
An upcoming promise stays out of the ordinary follow-up run. Check the promises view during your review, particularly for dates approaching or already missed. The eight-week outlook uses entered expectations; it does not prove the customer will pay on the recorded day.
Use installments when there is an agreed sequence
Record the agreed schedule if the balance will be paid in parts. Check each date and amount against what the client actually agreed. Payments are applied oldest first in the installment view. Keep unexpected receipts and any revised agreement up to date so the remaining plan stays understandable.
Respond to a missed date with context
First check for a receipt that has not yet been recorded. If the promise was missed, ask for revised timing and note the response. Do not move the date forward merely to make the queue look clear. If the client raises an issue with the invoice, move to the dispute conversation before preparing another nudge.
A working checklist
Check items as you work. Your ticks stay on this page and reset when you leave.