How to…

To enable a distributor to work with a specific customer, such as submitting their payments to the system, an admin must first assign the customer to the distributor.

1. Open the specific customer’s page, e.g., Robert Green.
2. Navigate to Personal > General info > Sale agents.
3. On the Sale agents panel, select the needed distributor from the dropdown list in the Distributor field.

   

4. Click Save.

The distributor can now submit the customer’s payments.

The distributor can accept payment in cash from a postpaid customer and submit it to the billing system. This decreases the customer’s balance (debt), while the payment amount minus the distributor’s commission increases the distributor’s balance (the amount they owe to the service provider).

To submit a payment:

1. Log in to the distributor’s portal.

   Open the customer’s page from which you want to submit the payment, e.g., Robert Green.

   

2. On the customer’s page, click Balance Adjustment .

   

3. Select Manual Payment and click Continue.

   

4. Fill in the required amount of money and, if needed, add an internal comment. Click Continue.

   

5. Check the payment details and click Apply payment.

   

As soon as payment has been submitted, the transaction is also recorded for the distributor (since they collected cash from the customer and now owe part of it to the service provider). The distributor can check these transactions on the My company > Company info > xDRs page.