Download Collections User Manual

Transcript
Customer Email
Specify the email id of the customer if available.
Mobile Number
Specify the mobile number of the customer if available.
Interaction Place
Specify the interaction place with the customer if the action is a personal visit.
Total PTP
Specify the total amount, the customer promises to pay if the result of action is PTP.
Comments
Specify the comments related to the interaction you have recorded if any.
5.3.3
Promise to Pay Details Tab
Click ‘Promise to Pay Details’ Tab to view the PTP details.
The following details of promise to pay are displayed here:

Currency – The currency in which the customer has promised to pay.

PTP Amount – The amount which customer has promised to pay.

PTP Date – The date on which the amount will be paid.

Amount Paid - Actual Amount paid by the customer.

PTP Status – The status of PTP as on date.

PTP Charge – The PTP Charge calculated by the system
This record is processed on next action date specified during the interaction.
5-10