ebroker, allows you to register a receipt from the cancellation of another that is already registered in the system; This process can be carried out with the option "Replace receipt" in the registration menu of the receipt module. The system performs the cancellation operation of the replaced receipt and the registration of the new receipt in the same process.
ebroker, allows you to send, in an automated way, a communication to the client to inform them of the next payment of their direct debit. To do this, you can create an alarm in the receipt module establishing the means of communication and its advance with respect to the validity of the receipt. In this case, we will send the notice to clients through the means of their preference and with a notice of 5 days before the effective date. For this purpose, you must use the following data filters within the search catalog: Receipt status = PENDING Average collection = BANK Validity = @ DD5D @
ebroker, allows you to massively unlock blocked receipts. You have a form to filter and add the receipts to a list in which they are marked to be unlocked. Once the list of receipts is created, you can mark or unmark them in bulk and process the unlocking, thus allowing their entry in bank remittance.
ebroker, allows you to authorize the inclusion of remittance receipts without the SEPA mandate being signed: all receipts whose premium is less than the one indicated will be included in the remittance, even if the SEPA mandate for direct debit is not signed. Daily: the alarm repeats every day. Weekly: repeats every week on the days indicated in the settings. Fortnightly: it is repeated every fortnight on the day indicated in each one. Monthly: repeats every month on the indicated day. Annual: it is repeated every year in the month and day indicated.
ebroker allows you the massive cancellation of policies; you can filter the search by: Policy code Policy number Issue date Client Company Policy. Once the selection of policies to be canceled has been made, you must run the process and indicate the date and reason for cancellation.
ebroker allows you to deactivate the assignment of commissions to commercial entities in a receipt. By confirming the deactivation, the commercial plan of the receipt is modified, eliminating the assigned commission.