Promises to pay

Record a commitment, then check it against the ledger rather than taking it on trust.

When a customer says "you'll have it by the 15th", record it: customer, date, amount.

While it stands, that customer drops off the chase list. They have told you when it is coming; calling again before then is wasted effort.

When the date passes, run Reconcile promises. IntuBu checks the ledger for payments that actually landed:

• Enough arrived → the promise is marked kept.
• It did not → marked broken, and the customer returns to the worklist with the shortfall recorded.

Broken promises feed the customer's history, which raises their priority next time. A pattern of broken promises is the clearest signal you have that a limit or hold is needed.