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Track a payment promise

Record an agreed amount and date without changing the invoice balance.

1 min readUpdated September 13, 2026
01

Record the agreement

Open the invoice and use Record promise to save the amount the customer agreed to pay and the agreed date. A promise may cover part or all of the outstanding balance.

The promise date does not replace the original invoice due date. A promise is an agreement, not cash received.

02

Review promises together

Use Promises to see active agreements and the next dates to review. Reminders are held while an active promise requires waiting. Check the latest accounting balance and conversation when a promise needs attention.

03

When money arrives

For a manual ledger, record the cash payment in Clawrk. For connected invoices, record the payment in QuickBooks and sync. Reports separate recorded cash from promises and credits.

Put this guide to work.

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Open Promises

Something still unclear?

Ask our support team. Include the step you reached and what happened. Keep passwords and financial documents out of the email.

KEEP GOINGHandle a reply and resume follow-upReview the conversation, record the next step, and avoid sending an old held message.Record payments and credits in the right placeKeep cash received, balance adjustments, and accounting ownership distinct.Read balances and collection reportsUnderstand outstanding invoices, recorded cash, and separate currencies.