Payments & promises.

When they pay you directly

Plenty of customers simply transfer the money or pay cash at the counter. Open the account, go to Invoices, and use “Record a payment you received”. Chase applies it to the oldest open invoices first and settles a matching promise, so the queue and the Chase Rating reflect reality.

Send a payment link

During an eligible call, the agent can request a hosted UPI link for an amount the customer agrees to pay. Depending on your messaging setup, it is delivered through WhatsApp/SMS or shown as a clearly labelled console simulation. The public pay page displays the business payee, amount and UPI QR.

Record a dated promise

The agent records an agreed amount and date, with a reason when given. Chase uses this commitment to avoid unnecessary follow-ups and flags a broken promise when its due time passes without the recorded payment.

• Promises and payments appear on the debtor timeline.
• A partial payment reduces the outstanding invoice balance.
• Disputes and opt-outs place protective contact holds.
• Callbacks are checked against the same contact rules as manual calls.