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how_does_the_contract_management_system_work

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how_does_the_contract_management_system_work [2019/06/25 09:29]
Schuzelle van Wyk
how_does_the_contract_management_system_work [2019/07/17 11:32] (current)
Schuzelle van Wyk
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 ====== How does the Contract Management system work? ====== ====== How does the Contract Management system work? ======
  
-The Contract Management system is used as database. The client'​s ​details are captured to the system ​along with the banking details and contract length (continuous ​or specific ​period ​of time). At the specified action dates the system will automatically extract a file and upload it for processing for the set contract length or until the client cancels. Client information can be loaded and updated. File will be extracted 3 days prior to the action date. There should be no manipulation of contracts within this period. After processing reconciliation is provided which includes client listing, pre and post run report, rejection report, unpaid report ​and repayment report.+Direct Debit'​s ​automated debit order system ​allows your clients ​with fixed amounts to recurrently process without you having to manually upload files/​transactions. 
 + 
 +This system was created for you to load a customer once, set the payment to either perpetual ​or specific ​number ​of months and the debit is processed automatically. At the specified action dates the system will automatically extract a file and upload it for processing for the set contract length or until the client cancels. Client information can be loaded and updated. File will be extracted 3 days prior to the action date. There should be no manipulation of contracts within this period. ​ 
 + 
 +Some of the features of the automated debit order system: 
 +  * Automation of the debit order run 
 +  * Easy to use interface 
 +  * Debit orders created from E-Mandate 
 +  * Advanced reporting and statements 
 +  * Full ledger & memo on each client 
 + 
 + 
 +After processing reconciliation is provided which includes client listing, pre and post run report, rejection ​report, processed ​report, unpaid report, dispute report, rejections report, ​repayment ​report and bank statement ​report. ​ 
  
 The contracts can be created using either Mandate Manager or manually setting up each contract for future processing. The contracts can be created using either Mandate Manager or manually setting up each contract for future processing.
how_does_the_contract_management_system_work.1561454994.txt.bz2 · Last modified: 2019/06/25 09:29 by Schuzelle van Wyk