In this course, you will learn about the applications that Smartflex offers to companies for managing subscriptions to donation and pledge programs.
In this course, you will learn how to create and manage a payment group. This is an alternative that utility companies provide to consumers who have multiple accounts, allowing them to consolidate their bills and optimize their payment processes. This is done by grouping their accounts and associating them with a main account.
In this course, you will learn about each of the activities that allow you to manage payments made with checks received through mailboxes.
These functionalities allow you to register and deposit checks that customers send to make their bill payments. If there are any errors during the registration, you can modify the entered information. Additionally, if checks are rejected by the financial agency due to inconsistencies, you can cancel the associated payments.
In this course, you will learn about the functionalities that allow you to manage the requests made by the customers to receive credit balance or security deposit refunds. Additionally, you can make customers' refunds with cash or check, and carry them out in batch when needed.
In this course, you will learn about each of the activities that will allow you to manage payments in batch make by customers through financial agencies, financial network or payment entities.
The payments in batch process files that contain the payments made in different entities and networks where the company has an agreement. This process registers payments made by customers, as well as, the inconsistencies that have occurred during the process.
In this course you'll learn all the activities needed for bounced payments management in the event a payment couldn't be collected.
Through bounced payment management processes, you can register bounced checks either manually or in batch by uploading a file. You can also generate bill payment stubs for those bounced payments associated with a payment agreement.
You can return a bounced check to the customer according to company policies. To do this, you can use the register bounced check delivery application, which will leave a record in the system that allows validating the event and how it was handled.
In this course you will learn each one of the activities needed to manage security deposit documents.
The management of security deposit allows registering deposit payment exemptions as well as guaranteeing non-monetary deposit documents, such as letters of credit, surety bonds, and co-signer agreements. Additionally, these functionalities allow for the recalculation of the deposit amount, bearing interest over it or refunding it. They also enable the billing of pending deposit installments and the verification of the expiration date of non-monetary deposit guarantee documents.
Furthermore, it is possible to set up notifications to promptly alert customers when their guarantee documents are about to expire and require renewal.
In this course you will learn how to do all activities involved in the payment reconciliation process.
Payment reconciliations allow you to gather payments by date and payment agency in order to track and monitor them. Such reconciliations help you balance the amount of money informed by payment agencies and the money deposited in bank accounts.
In this course you will learn about all activities required to manage the registration of all payments that customers make with the information received from the payment agencies.
If you have any trouble during payment registration, don't worry! Here we will show two processes: transfer payments and cancel payments. You will learn when and how to use each one of them.
In this course you will learn all activities required to fully operate a cash desk.
The Cashiering functionality allows receiving payments that customers make at the offices or branches of utilities and telecom companies using different payment methods. You'll be able to open and close cash desks, receive advance payments, register bank deposits, refund credit balances, cash checks, and other activities that may ease your labor experience such as transferring amounts and replacing cashiers.
