Solutions | Payments
Private Credit
Build a private credit ecosystem with 100% management online with the possibility of acting as a private credit authoring center.
Highlights value proposition
The private credit solution allows the creation of systems that apply to cases such as fleet of vehicles
Costumer
Creation and management of customers and centers.
Cards
Creation, list and management of cards and card users. Authorizing center services for cards operations.
Customers
Creation, list and management of cards and card users. Authorizing center services for cards operations.
Prices
Creation and management of prices for products.
Restriction management
Rules generation for cards and contracts.
General Features
Customers
The private credit module is focuses 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
Centers
Centers are the entities where costs are allocated.
- Center creation
- Management, deletion and updating of centers
- Listing of centers
Cards
Throught the cards, users and customers can make consumptions in order to create the invoiceing at the end of the liquidation period.
- Center creation
- Management, deletion and updating of centers
- Listing of centers
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
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
Invoices
Checking, filtering, and listing the generated invoices.
- Invoice creation
- Invoice visualization
- Invoice payment
Prices
Creationg, management and assignation of prices to a product.
- Invoice creation
- Invoice visualization
- Invoice payment
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
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
Functionalities
The private credit solution allows the creation of systems that apply to cases such as fleet of vehicles
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
Excess of balance
PIN management
Check balance
Payment screens (receipts)
Available balance reporting by customer
Redeem balance
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
Customer screen
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