Billing module
The Billing module is a necessary tool for controlling and optimizing financial transactions. The development of this functionality helps create a more efficient working environment, comfortable interaction with clients and the growth of your business.
The module was created to solve one of the important tasks - monitoring the financial activity of clients. You will be able to more effectively manage customer debts, track payment deadlines, reduce risks and completely eliminate non-payments.
The following functions are available to you in the new module:
- Setting certain conditions for automatically blocking the client.
- Balance management, viewing the full history of transactions - replenishments, debits, trust payments.
- Receive notifications about the need to pay a few days before the blocking.
- Adding various services.
- Tariffication - setting limits, prices and periods for writing off funds.
Sections to study:
Basic concepts:
1. Balance - the value is displayed in the form of the amount of money or the number of days. These values mean the amount of money or days that the client has on his balance sheet at the moment.
If the client has a contract, the balance displays the following data:
- The cash balance displays the balance under the contract or the sum of the contract balances.
- In the day balance, if there is one contract, the number of days until the contract is blocked is displayed.
- If there are two or more contracts, the number of days until the blocking of the nearest blocked contract is displayed.
2. Acceptable balance - if the balance value is below the acceptable balance, the client will be blocked (provided that the grace period is 0).
3. Services - control access to certain elements of the system.
4. Tariff - contains a list of services with certain parameters and restrictions.
5. Blocking - a status that makes it possible to restrict client access to the monitoring system. That is, when a client is blocked, all client users are prohibited from logging into the system due to the reason “Account is blocked.”
6. Activation - a status in which the client’s blocking is deactivated and no restrictions are made.
7. Write -off is an operation through which funds or days can be written off from the client’s balance.
8. Replenishment is an operation through which funds or days can be added to the client’s balance.
9. Calculation based on the fact - an option, thanks to which the calculation of money expenditure is based on the actual number of objects. If the option is not active, then the money expenditure is calculated based on the value specified in the “Limit” field.
10. Limit – a field for setting a limit for a specific service, also used when calculating the write-off amount. If you do not enter a value in the field, the “Actual calculation” function is activated. If the client has reached the partner limit, the system prohibits him from creating new objects.
11. Deferment (days) - the number of days after blocking that is given to the user for payment. After the grace period ends, the client is automatically blocked.
12. Write-off period - the period after which funds are written off from the balance sheet. The cell contains two fields: the left field contains a number, and the right field contains a drop-down list of two lines: day and month.