1. Overview of Payment Collection

1) Payment Collection and Receivables Management

picture coming soon:

2) Simplified Payment Collection Workflow - Overview

picture coming soon:

3) Simplified Payment Collection Workflow - Detailed Process

picture coming soon:

2. Detailed Payment Collection Features

2.1 Core Payment Collection Capabilities

2.1.1 Direct Order Settlement

picture coming soon:

2.1.2 Account Prepaid Deposit and Payment Allocation

picture coming soon:

2.1.3 View Payment Collection Details

picture coming soon:

2.1.4 Edit Payment Collection Items

picture coming soon:

2.1.5 Downstream Payment Collection Records

picture coming soon:

2.2 Online Payments

picture coming soon:

2.2.1 Online Payment + Mini Program Hosting Flowchart

picture coming soon:

2.2.2 Online Payment Setup Process

Step 1: Merchant Account Setup

Navigate to CRM, locate [Corporate Wallet], click [Connect Now] under WeChat Pay, and complete the required information. For assistance, refer to: https://www.fxiaoke.com/mob/guide/fapp/zhifu/qianbao/%E6%8E%A5%E5%85%A5%E7%AC%AC%E4%B8%89%E6%96%B9%E8%B4%A6%E6%88%B7.html

picture coming soon:

Step 2: Mini Program Hosting Setup

Brand owners must first apply for a WeChat Mini Program via the WeChat Official Platform, ensuring the merchant entity matches. After approval, complete hosting in ShareCRM. For detailed instructions, refer to: ShareOrder - Mini Program Hosting Configuration Guide.

Once completed, search for your enterprise’s mini program within WeChat.

picture coming soon:

picture coming soon:

picture coming soon:

picture coming soon:

2.2.3 Order Online Payment

picture coming soon:

2.2.4 Prepaid Deposit Top-up

picture coming soon:

2.2.5 Sales Representative QR Code Collection

picture coming soon:

2.2.6 View Online Payment Records

picture coming soon:

2.3 Payment Posting

picture coming soon:

picture coming soon:

2.3.1 Payment Posting Authorization

picture coming soon:

picture coming soon:

2.3.2 Impact on Existing Accounts

picture coming soon:

picture coming soon:

2.4 Appendix: Feature Comparison (Legacy vs. New)

picture coming soon:

picture coming soon: