Track every payment received by the agent, including source, method, documentation, and end-of-day delivery.
Mobile employees can collect payments from customers at the time of sale or against previous debts. The payment received must be applied to the correct invoice or current account, and a valid receipt must be given to the customer.
Since cash and payment instruments create personal liability, transactions such as opening, collecting, returning, expense, and delivering should be managed using a cash register approach.
Collection methods
Cash
Card and mobile payment terminal
QR code or bank app
Check or promissory note
Transfer confirmation
Customer account or credit
Splitting multiple methods
Collection application
Selection of a specific invoice or bill.
Automatic allocation to the oldest debt.
Partial collection
Overpayment and advance payment
Discount or exchange rate adjustment authority
Receipt and customer confirmation
Cash register checks
Opening cash
Collections
Cash back and authorized expenses
Currency separation
End-of-day physical count
Deliver to the center or bank.
Difference and approval process
Card data security
Card data should be processed wherever possible using a certified payment terminal or secure payment service; it should not be unnecessarily viewed or stored by the mobile application or agent.
Manage mobile payments not as a field transaction where a receipt is issued, but as a secure cash register process tracked from the payment method to bank and accounting reconciliation.