Solutions | Syntphony Payments

Private Credit

Build a private credit ecosystem with 100% management online with the possibility of acting as a private credit authoring center.

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Customer


Creation and management of customers and centers.

Cards

Creation, list and management of cards and card users. Authorizing center services for cards operations.

Consumptions


Filter data, creating lists and exporting generated user consumption, invoices and receipts.

Prices

Creation and management of prices for products.

Restriction management

Rules generation for cards and contracts.

General Features

Customers

The private credit module is focused on the customer. To start operating is mandatory to create a customer because the contracts and cards are linked to them.

  • Customer creation
  • Customer management: Edition, deletion and access to cards, contracts and linked users.
  • Customer search
  • Access to the contract list
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Centers

Centers are the entities where costs are allocated.

  • Center creation
  • Management, deletion and updating of centers.
  • Listing of centers

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Cards

Through the cards, users and customers can make consumptions in order to create the invoicing at the end of the liquidation period.

  • Cards entry creation
  • Management, deletion and updating of cards
  • Listing of cards
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Users

Users are the fleet of vehicles drivers.

  • User creation
  • Management, modification and deletion of users
  • Assignation of cards and contracts to users
  • Consulting the user list
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Consumption

Checking, filtering, listing and exportation of the generated consumptions.

  • Filtering by customer, contract, card number, sale date, customer number, sale item, commerce, driver, card plate or km.
  • Exportation to PDF, Excel and CSV
  • Receipt visualization
  • Amounts charged by commerces
  • Manual insertion of receipts
  • Sales statistics
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Invoices

Checking, filtering, and listing the generated invoices.

  • Invoice creation
  • Invoice visualization
  • Invoice payment
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Prices

Creation, management and assignation of prices to a product.

  • Prices creation
  • Prices visualization
  • Prices payment
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Settings

Stablishment of values to all components of the private module in a centralized way. That values can be modified globally or by company.

Authorizing payment center

Service that offers an authorizing center of private credit.

  • Balance redemption
  • Authorization of an excess balance on a card.
  • Checking the balance of a card
  • Card PIN management
  • Checking the generated receipts by contract, customer, driver and card
  • Available balance reporting by customer.
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Restriction management

Generation of rules for cards and contracts.

  • Store rules creation: limited by store in a inclusive or exclusive way.
  • Category / products rules creation: limited by category / product in a inclusive or exclusive way
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Functionalities

The private credit solution allows the creation of systems that apply to cases such as fleet of vehicles

Section
Requirement
API
Backoffice

Cards

Request by email

List

Lock

Create

Update

Link card with contract

Delete

Card screen

Card list screen

Card screen from contract section

Card screen from customer section

Authorizing payment center. Service that offers an authorizing center of private credit.

Excess of balance

PIN management

Check balance

Payment screens (receipts)

Available balance reporting by customer

Redeem balance

Authorizing payment center. Service that offers an authorizing center of private credit.

Contents

Obtain footer and header image

List taxonomy

Get content

Create content

Delete content

Edit content

Content modification screen

Contents hierachy screen

Users

Create

Delete

Update

List

Get a customer

Improve the look and include features of contracts, consumptions, cards and images of each customers

Customer screen

Improve the look and include features of contracts, consumptions, cards and images of each customers

Customer list

Centers

Create

See receipt

List

Manual receipts (sales) screen

Receipt sales summary

Daily receipt statistic

Amounts charged by store

Performance

Sales summary

Sales of petrol stations

Invoices

Create

Delete

Update

Link a card

Unlink a card

Link a contract

Unlink a contract

Drivers screen

Drivers list screen

Forms

Get

Save

Send email

Form management

Form viewer

Assign form to a hierarchy

Rules engine

Create

Modify

Delete

List

Assign rules to a contract

Delete rules from contract

Redeem limits

Check limits

Screen of management rules from contract

Screen of rules list

Screen of rules for customers by contract

New extended rules (stores, categories, SKU)

Prices

Improve the look and include features of contracts, consumptions, cards and images of each customers

Get settings

Get settings by enterprise

Improve the look and include features of contracts, consumptions, cards and images of each customers

Update the settings of an enterprise

Update settings

Screen of settings by enterprise

Setting screen

Analytics reports

Generic body

L&F parameterization by distributor

Modify css by online distributor

Login

Reset password

Home

List consumptions

Consumption detail

Consumption dashboard

Edit card (drivers)

Add card

Invoice list

Invoice detail

Card list

Card lock

Get user

Update user

Onboarding

Onboarding backoffice

Onboarding web

Commision profile

Create profiles

Delete profiles

Update profiles

List profiles

Get profile

Get commisions by profile

Are you ready to play the retail industry like never before?

Contact us, request a demo of our products and start driving harmony to your side.