To use this application, you need to hire EFICATUS ERP - Business Management Software 100% Web (eficatus.com.br), where you can access in Financial / Treasury / Collection Manager, define the billing list for each collector.
Functionalities:
Login - Required to access the system. If you forget your login, check with the administrative sector.
Select the day for the App to show the day's charges
Order List
It orders the charges for the day, is used to generate the billing route. It can be changed according to the collector's need.
Accessing Client
Display of customer registration data and their financial history
Customer Data
Display of customer data allowing you to update some information, such as: Phone and address
Automatic download
The App will write-off the amount entered, automatically searching for the oldest title
Informing Value
Inform the amount the customer paid, the App will download the oldest title, considering fine and interest (if the installment is overdue).
no interest
With this option selected, the system will download the titles from the "Automatic Download" option, dispensing the interest on overdue installments
Registering automatic write-off
Confirm the automatic download through the App, you will need to enter your login password
Financial
Show financial information for selected customer
Summary
It contains the customer's financial information that can be used in the negotiation, Total overdue installments, interest, fine, total in arrears and also the total due.
List of Installments
Shows the Overdue and Undue installments of the selected customer
Accessing Parcel
Selected an installment and possible to receive it
receiving installment
Receive the selected portion manually, you will also need to enter your login password to confirm receipt
Documents and Attachments
You can view customer documents such as Sales Note with customer signature, RG and other documents released by management.
Historic
Displays the history of visits made to the selected customer, which can also be used in negotiating with the customer.
Route - The App will show the route that must be taken according to the "Order" determined by the User. The cell phone must be connected to the internet.
Functionalities:
Login - Required to access the system. If you forget your login, check with the administrative sector.
Select the day for the App to show the day's charges
Order List
It orders the charges for the day, is used to generate the billing route. It can be changed according to the collector's need.
Accessing Client
Display of customer registration data and their financial history
Customer Data
Display of customer data allowing you to update some information, such as: Phone and address
Automatic download
The App will write-off the amount entered, automatically searching for the oldest title
Informing Value
Inform the amount the customer paid, the App will download the oldest title, considering fine and interest (if the installment is overdue).
no interest
With this option selected, the system will download the titles from the "Automatic Download" option, dispensing the interest on overdue installments
Registering automatic write-off
Confirm the automatic download through the App, you will need to enter your login password
Financial
Show financial information for selected customer
Summary
It contains the customer's financial information that can be used in the negotiation, Total overdue installments, interest, fine, total in arrears and also the total due.
List of Installments
Shows the Overdue and Undue installments of the selected customer
Accessing Parcel
Selected an installment and possible to receive it
receiving installment
Receive the selected portion manually, you will also need to enter your login password to confirm receipt
Documents and Attachments
You can view customer documents such as Sales Note with customer signature, RG and other documents released by management.
Historic
Displays the history of visits made to the selected customer, which can also be used in negotiating with the customer.
Route - The App will show the route that must be taken according to the "Order" determined by the User. The cell phone must be connected to the internet.
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