Overview
The Management tab allows you to:- View customers with Kopa balances
- Track outstanding amounts
- Manage Kopa accounts
Customer Management
View all customers who have used Kopa with their:- Account information
- Outstanding balance
- Payment history
- Credit status
Outstanding Balances
Monitor and manage amounts owed:| Status | Description |
|---|---|
| Current | Within payment period |
| Overdue | Past payment deadline |
| Paid | Fully settled |
Managing Kopa Users
View Details
View Details
See complete Kopa history for a customer
Record Payment
Record Payment
Mark Kopa balance as paid
Suspend Access
Suspend Access
Restrict further Kopa use for defaulters
Best Practices
- Follow up on overdue balances regularly
- Set reasonable Kopa limits
- Track payment patterns
- Communicate with customers about outstanding amounts