Purpose
The main purpose of this module is to enable the dealers to enter recent payments made by any Online or Offline payment method to the MRS for any of the purchases. It is intended to provide all the necessary information required to understand the working of the Recent Payments Module in the Portal System.
The Recent Payments module is provided to dealers to submit the payment details with reference and relevant proofs that are submitted to the MRS Finance Department. MRS Team will review the documents that are uploaded and based on the bank statement they will approve/reject the payment. On Approval, the money will be credited to their portal wallet account which is maintained in the MRS Finas system. The dealer will get an email on the approval/decline of the payment.
Navigation Path
Path: Transactions > Recent Transactions
Recent Payment List
View list of all the payments made that were previously added by the dealer.
Option to search, refresh and export
Search/Filter
User will be able to search by
Export
- The dealer will have the option to export the daily sales in excel and PDF format
- Dealer can either select the columns or all the columns based on the need
- Dealer can either export the current page records or all the record
Option to filter search: Filter the search based on Date, Dealer Name, Retail Station/Shop, Payment Ref., Bank, Status
Add New Payment
To add Payment Transaction, click on the below button which is available in the
- Dealer need to fill up the payment information such as Retail station, Bank (in which the amount is transferred), Bank Account (where the amount is transferred), Mode of payment, Payment Date, Payment Reference Number, Total Amount paid, Attachment (Receipt), Any other remarks
- Once all the required information is added, the dealer needs to click on the “submit” button to save the information.
- On successfully submitting, the information will be sent to the MRS Finance Team that would make the approval and status of the payment will be set to Pending.
- If there is any query from the finance team the status of the payment will be set to Query.
- If the Finance team approves the payment, the status of the payment will be set to payment accepted
- If the Finance team disapproves the payment info, the status of the payment will be set to payment declined. If declined the dealer will have the option to edit and re-submit the Payment transaction. The Process will continue until the transaction is not accepted by the Finance team
