The panel's core sections
Payments
Card-transfer receipts and online payments, confirming or rejecting them, each customer's active period and renewal reminders.
Until then, the written guide is right here: the same text the app's Guide button shows.
When you need it
Whenever a customer sends a receipt, and to follow up those whose period is ending.
Step by step
- 1
Open the Awaiting receipt filter: each customer's receipt is beside their name. Click ✓ Confirm, or Reject with a reason the customer will see.
- 2
To ask a customer to pay, click Payment request and choose the customer and amount; the same message the assistant sends goes out: the amount, your payment methods and the receipt step.
- 3
The Expiring filter shows people whose period is ending; send them a ⏰ Renewal reminder.
- 4
For your accounts, export a date range with Export to Excel (CSV).
Common mistakes
- On WhatsApp, if 24 hours have passed since the customer's last message, a reminder can only go as a template message.
- Payment methods (card, IBAN, link, gateway) are set in Settings & connections; without them a payment request is incomplete.