Settings - Documentation
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Subscription Fees - Settings

  • General Settings

    Settings are customized by selecting preferences from the General Settings menu according to the company’s needs.

    The color of the application is customized by selecting the preferred color.

    The receivables recording feature allows the creation of receivables records from incoming dues.

    The SMS sending feature enables reminder SMS messages to be sent to customers with recurring payment records for their unpaid periods.

    Automatic collection is managed through Recurring Payments.

    Outgoing dues are recorded using the Outgoing Dues feature.

    The debt record creation feature allows for the creation of debt records from outgoing dues.

    The Income/Expense Feature links incoming and outgoing dues records to income and expenses.

    Dues can be matched with selected expense categories by choosing the appropriate group and category, and similarly, with selected income categories.

    The Delay Compensation Rate, set monthly as a percentage, calculates delay interest for overdue debts and receivables.

  • Dues Categories

    The Dues application uses category definitions from the Payables and Receivables applications. Category definitions for incoming dues are checked in the Receivables application, while those for outgoing dues are checked in the Payables application.

     

  • Recurring Payment Settings

    On the Recurring Payment settings screen, the payment period is selected and saved by entering Frequency, Start Date, Transaction Time, and Past Records information. The timer operates according to the specified periods, triggering credit card payment transactions for recurring payment records.

  • SMS Form Settings

    This screen displays SMS Form Settings.

    The SMS Form Settings screen includes SMS Form, Form Key, and SMS Account information. To edit settings, click on the record.

    Enter the SMS Header, SMS Message, and SMS Sending Status information. Labels that can be used in the SMS text are listed on the page. After completing the entries, save the changes by pressing the Save button.

    An SMS account must be defined to select the SMS Header. The SMS service provider application must be requested via the Message Basket application. Refer to the Message Basket application document for details.

  • Authorized Users

    On the Authorized Users screen, users are registered by giving them the necessary authorizations.