Payment collection desk
Plan buyer collections and seller payments using existing recorded balances.
1.Open Collections
Open Operations desk → Collections. Choose buyer collections or seller payments and filter by due-date aging or due follow-ups.
2.Agree the next action
Review the vehicle, counterparty, recorded total and remaining balance. Save the agreed due date, payment promise, next follow-up and contact result. A promise does not count as money received.
3.Contact and reconcile
Review the WhatsApp message before opening WhatsApp and sending it yourself. Open the dealer statement or payment screen to record actual money. The desk does not create a new payment.