Reports / Documents

The main reports/documents = offer, contract and payment calendar are available in Calculation and Contract status as well. All of them can be modified and designed with your logo, company details etc.

Reports in Calculation status

In Calculation status you find reports in Financing Card, in section Process .

Within Calculation you can send to customer:

Offer

Contract

Payments Calendar

Reports in Active Contract status

In Active Contract you find:

Offer

Contract

Payments Calendar

Early Termination Request

-within the process of early termination of the contract you will find report named Early Termination Request.

Reports in Closing Contract status

In addition to Offer, Contract and Payments Calendar you can also see in Closing Contract status:

Early Termination Calculation

- available in case when customer requests for early termination of the financed object and wants to see the rest of outstanding payments which must pay.

Offer

The Offer could be sent or print by menu Reports - Offer.

Payment Calendar

The Payment Calendar could be sent or print by menu Reports - Payment Calendar.

Contract

The Contract could be sent or print by menu Reports - Contract.

Follow up:

Financing Overview Reports

How to create new customer

How to create reminder in general

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