ACCOUNT MANAGEMENT SYSTEM

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🔔 NOTIFICATIONS

Overdue customer accounts and insurance fund alerts

Mark TASK COMPLETE after requesting payment. Mark PAYMENT COMPLETE after receiving payment to close the alert. This does not record a payment in the ledger. Alerts appear when the app is opened or refreshed, not as background phone notifications.

Insurance EFT alert

Overdue customer accounts

Age is based on unpaid invoice dates. Payments and credit notes are applied to oldest invoices first. Thresholds: 30, 60, 90 and 120 days.

SUMMARIES

Customer accounts at a glance

CUSTOMERS OWE USR 0.00
WE OWE CUSTOMERSR 0.00
AVAILABLE REWARDSR 0.00
INSURANCE RESERVER 0.00
REWARDS DEFICITR 0.00
TOTAL CUSTOMERS0
NET CUSTOMER BALANCER 0.00

Transaction totals (all dates)

INVOICESR 0.00
PAYMENTSR 0.00
CREDIT NOTESR 0.00
POINTS EARNEDR 0.00

INSURANCE FUND MANAGEMENT

Internal STEELCORP records only. Not shown on customer statements.

CUSTOMER INSURANCE ALLOCATIONSR 0.00
MONTHLY CONTRIBUTIONSR 0.00
BAD DEBT CLAIMSR 0.00
PAST EFT TRANSFERSR 0.00
REMAINING INSURANCE FUNDR 0.00
TOTAL DEBTORSR 0.00
DEBTOR COVERAGE0%
FUND SHORTFALLR 0.00
EFT SURPLUS / SHORTFALL (REVIEW BEFORE TRANSFER)R 0.00

Figures are calculated from recorded allocations and fund transactions, not verified bank cash. EFT eligibility is subject to available funds and management approval.

Fund transaction history

Customer balances

CUSTOMER ACCOUNTS

Your customer list is shown below.

No customers added yet.
Tap “ADD NEW CUSTOMER” to begin.

RECYCLE BIN

Restore deleted customers or entries. Items are kept on this device until permanently erased.

BACKUP & EXPORT

Save a copy of your records before making major changes.

Restore replaces current local data after confirmation. Backups contain private customer information; store them securely. CSV files open in Excel.

CHANGE HISTORY

Changes made to this customer

CUSTOMER ENTRIES

Add invoices, payments and credit notes for this customer.

Current balance
R 0.00
Available rewards
R 0.00
Insurance reserve
R 0.00

Preview the statement first, then print or save it as PDF. Email and WhatsApp open the selected app with customer details filled in. Attach the saved PDF before sending.

Entry history