Mark a commitment Promised, Payment plan, Disputed, Paused or Written off
Tell Yahiv where collecting a commitment stands, so reminders do the right thing and the reports are honest.
- 1
Open the commitment
Giving → "Commitments" → click the person's name.
Click a commitment to open it. - 2
Find Collecting
The "Collecting" box shows the current status and reminders. (It only shows while something is owed.)
The Collecting box. - 3
Pick the status
Normal, or: "Promised" (they'll pay by a date — reminders wait until then), "Payment plan" (paying in installments — reminders stop), "Disputed" (they don't agree — reminders stop), "Paused" (don't remind them for now), "Written off" (not expected — off the balances, kept on record; admins only).
Choose where it stands. - 4
Promised by and note
For Promised pick the date in "Promised by". Write a short note — it's needed for Disputed and Written off.
- 5
Save
Press "Save". A badge shows the status next to "Collecting".
Tips
- A promised date that passes adds points in Who to call today (+20).
- The note shows next to the badge — write enough that a colleague understands.
If something isn't working
"This commitment was cancelled".
Cancelled commitments can't get a status (except one already written off).
"Written off" isn't in the list.
Only Owners and Admins can write off.