---
schema_version: "1"
id: 1a687c754d64c1de9db5c55230381ad70d2b845b4ec704c910a006c07b113dba
title: Record a Promise to Pay Commitment
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/collections_record_ptp.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.collections_record_ptp.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5ad18f044429cd920f98f3f81c7a89fe9625c2a631319a0215a8b215bc5f1193
description: As a collections specialist, launch the Create Promise to Pay action from the action launcher on a collection plan record details page. A Promise to Pay is a commitment by the delinquent borrower or customer to pay a specified amount by a certain date.
products:
  - Industry Solutions
  - Cross Cloud
release: "264"
---
# Record a Promise to Pay Commitment

As a collections specialist, launch the Create Promise to Pay action from the action launcher on a collection plan record details page. A Promise to Pay is a commitment by the delinquent borrower or customer to pay a specified amount by a certain date.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <a href="https://help.salesforce.com/s/articleView?id=ind.collections_editions_permissions.htm&amp;release=264.0.0&amp;type=5" title="Review the supported products, editions, and permissions for Collections. Then learn how your product handles permissions and how to assign them.">View product and edition availability.</a></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col>
          <col>
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        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d12398e68">User Permissions Needed</th>
          </tr>
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        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d12398e68 ">To create a promise to pay:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d12398e68 ">Collections and Recovery Specialist</td>

          </tr>
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The Create Promise to Pay action triggers the Create Promise to Pay prebuilt flow that helps you:

- Record payment plan details, such as number of installments, installment amounts, and payment dates.
- Create payment schedules based on the captured installment details.
- Send an email to the customer about the promise to pay commitment confirmation.

1. From the App Launcher, find and select **Collections**.
2. To launch a collection plan record details page, from the collection plans section, click a collection plan.
3. To launch the action, do one of these steps:
    - On the collection plan record details page, from the action launcher, click **Create Promise to Pay**.
    - On the collection plan record details page, click the **Promise to Pay** tab, and then click **New Promise to Pay**.
4. Specify the repayment details.
    1. Select if the customer wants to repay the overdue amount in a single installment or multiple installments.
    2. If the customer chooses to pay in multiple installments, enter the payment amount that the customer intends to repay, and the individual installment amounts and payment dates.
    3. Select a payment source, and click **Next**.
    4. View the summary of the promise to pay details, and click **Finish**.

A payment schedule and the individual payment schedule items are created according to the customer’s installment preference. You can view the captured details in the Promise to Pay tab on the collection plan record details page.