Payments
Register your customers' payments to institutions and the government, uploading their payment ID and enabling them to check and pay all their obligations without delay.
In the "Payments" section you can enter all the payments that your customers have to pay, even with an instalment plan.
The entries that are created appear in your customer's obligation log. When the due date of each payment is approaching, the system automatically sends notification messages to your customers via email.
Entering a new payment
To create a new payment obligation:
- Press "Create"
- Fill in the necessary information
- Select "Send email to user" (If you want the customer will be informed about the registration)
- Fill in the payment ID of the debt (payment code)
- Create instalments if it is not a one-off payment
- Press "Create"
Creation of instalments
To set up an instalment payment automatically:
- Fill in the total amount of the debt
- Fill in the payment code
- Select "Automatic creation of instalments"
- Fill in the date of the 1st dose
- Fill in the amount of the instalment
- Select the total number of instalments
- Press "Create"
The application automatically creates the payment scheduling, taking into account whether the payment dates are weekends or holidays, so that the customer is informed in time.
To create an instalment payment manually:
- Choose a repayment period
- Fill in the payment amount
- Fill in the rest of the information if available
- Press the (+) button to add a new dose
- Repeat until the amount due has been completed
- Press "Create"
Manager comments: The comments you mark in this field are not shown to the client but only to administrators.
Payment processing
Once you have created the payment, you can edit it and change all the information. Your customer interface is simultaneously informed of any modification you make.
To modify the details of a dose:
- Select the dose you want to change
- Click "Edit"
- Change the amount or deadline
- Select "Save"
You can find all the instalments, numbered in detail with their payment deadline, by selecting "Calendar" from the menu on the left.
