Customer reports in OC Financial Leasing App
- Molitorisová Marianna
- Petra Jankovicova
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
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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.