Description
The Customer App allows each customer to view information and manage their account. The visible features depend on the active settings and the data available for each customer.
How to configure them
Not all functions are activated from a single screen. Each option depends on the system module that powers it.
- Services: Check that the client has services loaded and active on their account.
- Current account, invoices and collections: Check that the client has transactions, receipts, or payments registered for consultation.
- Payment methods: Configure the payment methods that the company will offer to its customers.
- Automatic debit: Configure the available means for joining or leaving and verify the application process.
- Report payment: Check that the payment reporting workflow is active and that the administrative team knows where to check the requests.
- Payment commitment: Configure the number of days allowed for the payment promise and verify that the function is available for the relevant cases.
- Medium: Configure the support page, service help, FAQs, and chat channel if the company uses one.
- Profile: Check what customer data is allowed to be consulted or updated from the app.
- Password change: Configure the password recovery or change texts if the company uses personalized communications.
Main functions
- Statement: It allows you to check the customer's current status.
- Services: It shows the services associated with the client and their details.
- Current account: It allows you to check transactions and balances.
- Invoices: It allows you to view receipts and access their printing or download when available.
- Collections: shows recorded payments or collections.
- Payment methods: It shows available options for paying or signing up for automatic debit, if applicable.
- Report payment: It allows you to send a notification of payment made.
- Payment commitment: It allows you to request a payment promise when the feature is enabled.
- Medium: It allows access to help information and support channels.
- Profile: It allows you to view and update customer data when permitted.
- Password change: It allows you to update the app's access key.
Usage Recommendation
Before enabling or communicating a feature, verify that the flow is configured and tested. For example, if a payment or support option is published, the customer should be able to complete the action without relying on external instructions.
Validation
Log in with a trial client and explore the main features. Confirm that the displayed information is correct and that the available actions can be completed successfully.