Integrate field collection, credit, cash, document, and financial reconciliation processes with centralized financial processes.
In mobile sales operations, accurately recording and securely transferring collections to company accounts is as important as sales and deliveries.
Cash, card, check, wire transfer, customer credit, and other payment methods require different control and reconciliation processes. The agent's authorization and the customer's business terms must be applied during the transaction.
Financial transactions
Cash sales collection
Open account sale
Current receivables collection
Advance or partial payment
Returns and refunds
Deposit collection or refund
Expenses and field costs
Control areas
Customer credit limit
Overdue receivables
Payment method authorization
Collection limit
Currency and exchange rate
Document and receipt number
Representative cashier responsibility
Centralized accounting integration
When a mobile transaction is completed, the customer's current account, cash, bank, tax, and related accounting records must be generated according to central rules. Transaction dates and document integrity must be preserved when synchronizing offline transactions.
Manage on-site collections not just as a complementary step to the sale, but as a financial transaction involving customer receivables, cash management, and accounting.