A client promises to pay on Friday
Interesting Concepts LLC · DueSparrow

A promised date is useful information, but it is not a receipt. Keep the amount owed unchanged while giving the client’s agreed timing a visible place in the follow-up process.

[ ] Confirm and record the actual promised date.
[ ] Keep promised amounts separate from paid amounts.
[ ] Check the source records when the date arrives.
[ ] Review any installment allocation after a receipt.
[ ] Log revised timing or a dispute with context.

Working notes:

Prepared as a blank checklist. Your checked items and working notes stay with your copy.