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Production Ticket(ST) #9479

Instalment Payment Customisation

Added by Muhammed Assyafiq Bin Ahmad Kamal about 1 year ago. Updated about 1 year ago.

Status:
Ticket Resolved
Priority:
P3 - Medium
Start date:
03/07/2023
Due date:
10/07/2023
% Done:

100%

Estimated time:
Job Remark:
Ticket Logged Date:
03/07/2023
Ticket No.:
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SLA Initial Response:
SLA Delivery:
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Issue Reoccurance#:
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Resolution:

Inquiry fulfilled and development has started.

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None

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Description

Dear Susan,

Thank you for your email below.

We have reviewed the quotation and the sample screen, please find our feedback/queries as follows:-

1. If we understand correctly, once we activate the “add-on” for instalment plan, we will be able to “add new payment term” for Instalment plan in Payment term as shown in photo no. 1
2. In “Select Payment term and configure instalment”, although we not sure how the system split the amount into 5 months (don’t seems there is a button to select no. of month), we believe the system allow/ it can be fully customize the repayment period (I.e. into the number of months that we select the system will auto divide equally the amount).
3. “Print out invoice”, we would like to feedback that the page 1 have a lot of blank space (I.e. only 1 item) and cause the repayment schedule shift into page 2. We feel that it will cause paper wastage and it will be ideal if it can be fit into one page instead of two. (exception where the repayment period is too long (I.e. 24months) and no choice but to show in page 2).
4. What mean by “Muted Instalment” In “Instalment report”?
5. In this “Instalment Report”, It shows all the details of each instalment plan of each customer, and it is fine. But, we also need a “Executive Summary” that allow us to print the listing of the customer who have overdue payment for certain month (say last month), this will allow our staff to have very quick info to take further action (I.e. send reminder to customer for payment).
6. In this “instalment report” that you shared, probably the system is not finalised yet, as it shows the payment due as of 25/08/2015, yet the report shows all the instalment details I.e. even for 2023. We would like the system also can shows the report on the “due date” rather than reporting instalment plan for the entire period to-date (I.e. not to show those have not overdue yet).
7. We assume that we cannot have a test run before any payment made.
8. We note that there will be a system discussion and service support after this “add-on” become available, can we request that after we activate the “add-on”, we can test the add-on and provide feedback to ensure that this add-on is fit nicely to our operation/business needs. This feedback may not be additional feature but rather to fine-tune the add-on existing feature I suppose.

Hope to hear from you soon.




newpaymentterm.png (109 KB) newpaymentterm.png Muhammed Assyafiq Bin Ahmad Kamal, 03/07/2023 12:17 PM
selectandconfigure.png (203 KB) selectandconfigure.png Muhammed Assyafiq Bin Ahmad Kamal, 03/07/2023 12:17 PM
printinv.png (92 KB) printinv.png Muhammed Assyafiq Bin Ahmad Kamal, 03/07/2023 12:17 PM
recordpayment.png (158 KB) recordpayment.png Muhammed Assyafiq Bin Ahmad Kamal, 03/07/2023 12:18 PM
installmentreport.png (142 KB) installmentreport.png Muhammed Assyafiq Bin Ahmad Kamal, 03/07/2023 12:18 PM

History

#1 Updated by Muhammed Assyafiq Bin Ahmad Kamal about 1 year ago

9. Customer request a summary to print out of all the debtors outstanding as at end of the month date.

#2 Updated by Muhammed Assyafiq Bin Ahmad Kamal about 1 year ago

  • Status changed from Assigned To to Support In Progress

#3 Updated by Muhammed Assyafiq Bin Ahmad Kamal about 1 year ago

  • Due date changed from 06/07/2023 to 10/07/2023
  • Status changed from Support In Progress to Pending Client Verification
  • % Done changed from 0 to 100

#4 Updated by Muhammed Assyafiq Bin Ahmad Kamal about 1 year ago

  • Status changed from Pending Client Verification to Ticket Resolved
  • Resolution updated (diff)

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