Collect Payment- Single Payment:
The Collect Payment menu allows you to book payment requests to your customers. Select the customer or contact, enter the amount and Invoice details to book the payment request.
Collect Payment- Bulk Payment Request File:
You can also request payments to multiple customers at once by providing the details in a bulk upload file. Upload the bulk payment file, you can also pass the transaction charges to the customer on receiving payment. All the collection requests made can also be notified to your customer on what's app.
View the sample template by clicking on Click here to view sample placed below Choose file to upload field.
Additional information required to fill the bulk upload file is available under Note- section of the Sample upload template.
Once the file is uploaded, all the records in the file will appear under the Booked Transactions section, for the user to check and confirm. Once confirmed, the contacts will be notified to make the payment.