How to Add/Assign Manual Payment for Offline Customer Payments

How to Add/Assign Manual Payment for Offline Customer Payments

Add Manual Payment for Offline Customers 

Some Customers may choose to Pay online directly via your website or App and few may directly visit your showroom to make the payment.

As a jeweller it is important that no matter if they visit the showrom or pay online they must get the same experience throughout their journey.Regardless of how they make the payment they will be able to Log in to their account on your website or via your app and check the entire plan details under My Gold Plans.

This creates crystal clear transparency between jewellers and the customers.

If a customer visits the showroom or send you the payment for their Gold plans.Jewellers can easily add/enter their payment details so they can check their details.


To Enter the Manual Payment :

METHOD ONE : Via Digital Gold Tab

  1. Go to Digital Gold Tab > Customers.
  1. Search for Customer By name or Customer ID.
  1. Click on the customer, Thier entire information and History will be available.
  1. Click on the Plan in which Manual Payment is to be added.
  1. Click on Manual Payment Button > Plan Information will be auto selected.
  1. Enter their date for the payment (By Default current date is added which can be changed to any date)

Enter the Required Details.:

  • Set Up Payment Mode: Choose by which mode customers have made the payment. Ex. Cash.
  • Enter Any Important Payment Reference.
  • Enter Branch Details: This way you can identify which customer is from which branch.
  • Enter Collection Manager’s name: to identify who received the payment for the plan.
  • Set Up Remarks.
  • Click Add and customer’s Manual Payment will be done and visible in the ledger.
  • You can also select/deselect the gift option to track if the customers collected the physical gifts or not.

METHOD TWO : Via CRM

While Keeping track of customers activity, Jeweler can easily enter the Manual Entry for Customers Digital Gold Plan.
  1. To Add a Manual Payment via CRM follow steps below:
  1. Go to CRM > Search the Customer Name.
  1. On the right,> Click on Digital Gold Options.
  1. Select the Plan for which Manual Payment is to be made.
  1. Click on the Manual Payment Button.

Enter the Required Details.:

  1. The Plan’s information will be auto-filled.
  1. Set Up Payment Date: By default, the Current date is selected,however jeweller add previous or future date as well.
  1. Set Up Payment Mode: Choose by which mode customers have made the payment.Ex. Cash.
  1. Enter Any Important Payment Reference.
  1. Enter Branch Details: This way you can identify which customer is from which branch.
  1. Enter the Collection Manager’s name: to identify who received the payment for the plan.
  1. Set Up Remarks.
  1. Click Add and customer Manual Payment will be done successfully.
  1. Once entered Customers receive automatic payment reminders for their due payments and ledger.
  2. However Jewelers can manually send them Due Payment Reminders or Monthly Ledger Information.