Receipt Transferring

Receipt Transferring

In Turasistan, you do not have to make individual transfers to your customers. You can transfer your customers who pay by bank transfer to Turasistan with one click payment. For the time being Ziraat Bank and Kuveyt Türk extract transfers are being made.
To access the page,click on Account> Transfer > Receipt Transferring from the left menu.

The "Load Excel" button is pressed to load the statement. The window that opens is selected. The customers in the statement will be listed as a table. Customers in the list are shown in yellow in the "first name and surname" column, and customers who are not available are shown in red.

Image 1.List of statements that have not been transferred yet after clicking on the Excel upload button.

Your customers in the system are automatically marked. You can unmark any customers you do not want to transfer. For customers who cannot be found in the system, you can choose the customer from the drop-down list by typing name surname in the surname.

After selecting the customers, the "Save Selected" button is pressed. Customers whose payment has been completed will be marked with a green field in the transfer status column "transfer completed". Non-transferable customers are indicated as "transfer not completed".

If the same customer wishes to transfer at the same time on the same document date, Turasistan will alert you in orange and will not transfer for that customer. So if you have a customer you have already transferred to (in the same date and same time) in an extras you want to transfer, Turasistan will alert you.It is shown in Image 2.

Image 2. Transfer warning

Tags: