“Payment reception” brings together the selected customer's available contracts and offers actions for each. Choosing an action starts an operation; check the money and outcome in its following steps.
Find the right customer and contract
- Check “Workplace”: the selected office will be the reception office.
- Open the application's global “Search”. Enter a name, full phone number, complete identity document reference or pledge ticket number. If the document has a series, enter the series and number together. Phone and document searches require the complete reference; part of a ticket number can also return results.
- Check the result and choose the customer to open “Payment reception”. This requires the appropriate permissions. A contract result opens its card, where servicing can also begin.
- Check the name, date of birth, phone and primary document. Then find the correct contract number, opening date, contract office and pledged item.
- If needed, click the contract number to open its card in a separate tab. Check the terms, items and history before accepting money.
“Payment reception” itself has no separate search field. If no customer is selected, return to global “Search”. An empty list means no contracts are available through this entry point; check the customer, permissions, offices and contract state.
Choose an action
| Option | What is paid |
|---|---|
| Full extension | All currently unpaid interest; the principal remains outstanding. |
| Partial extension | The calculated interest amount for the selected available days; the principal remains outstanding. |
| Buyout | The displayed loan amount and current interest, followed by documentation for returning all pledged items. |
- Check the amount and click “Accept payment” for the right action. If an extension request is shown, the operation will await approval.
- Choose “Payment method”. For a partial extension, check the days and calculated amount; for a buyout, check the available signing option. Enter mixed payment parts only in the combination offered by the system.
- Click “Go to operation”. When approval is required, use the displayed request action and wait for a decision.
- Follow the guide for the selected operation and wait for successful completion. Starting alone does not confirm payment or change the loan term.
Check the office and access
“Contract office” shows where the loan was issued; “Reception office” shows where this operation begins. They may differ without transferring the existing contract. Starting from the contract card uses its own office. Check the actual office of a saved payment separately.
- You need payment reception, cashier operation and selected operation permissions, plus access to the contract and its office.
- If the reception office uses KKM, it needs an available cashier context, an active cash register and an open shift. An open register shift is not a general prerequisite for this entry point when KKM is not used.
- The system checks the reception office's payment settings again before starting. If a displayed method is rejected, check the selected office and its settings with an administrator.
- If this contract has an unfinished operation, use “Continue operation”. Do not start a second collection. Investigate an office-occupied message using the specified operation; another contract's unfinished operation alone does not block the whole office.
Check amounts in the contract and operation currency. An accounting payment, actual bank payment and fiscal receipt are different outcomes.