Cx-VIP SOP
Updated: 17 January 2025

New payment Dashboard

When customers reach out to us claiming that payment has been deducted, but no booking is reflected. The amount is being debited twice in some cases.

When agents check the profile, they are unable to find any false booking or transaction details. To address this issue and ensure better tracking of payment details, we have introduced the Payment Dashboard for New Money Flow.

 

Please make use of this dashboard to verify payment discrepancies and provide customers with accurate resolutions.


Steps to Use the Payment Dashboard for New Money Flow

 

·         Open the Bank Icon

·         Select the Payment Dashboard (New Money flow)

·         Copy the Customer's User ID/Profile ID

·         Select "User" and Paste the User ID/Profile ID

·         In "User Type," Select "Customer"

·         Select the Date Range and Click on Search

·        In the Payment Required Section, You Will Be Able to See All the Transactions


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