Payments · Instalments · Dunning

Every instalment in view, no revenue lost.

One-off payments and instalment contracts in one place: how much has already come in (cash collected) and what's due next. The system chases overdue instalments automatically. Payments from the common providers land straight in the CRM — and the agent who closed the deal is notified instantly by push and email.

🔒 app.am-crm.com/financings
A real view of AM CRM: Payments · Instalments · Dunning
9:41
5G
AM CRM on mobile: Payments · Instalments · Dunning
Incoming payments

Every payment lands straight in the CRM.

One-off and instalment payments come in automatically and are matched to the right deal — no retyping from the provider dashboard. You see at once what came in this month, on time or late.

  • Payments matched to the deal automatically
  • One-off and instalment payments shown separately
  • Status: on time, late, open
  • Source visible (provider or manual)
  • Manual payment recorded in seconds
  • No retyping, no double entry
🔒 app.am-crm.com/financings/einmalzahlungen
A real AM CRM view: Every payment lands straight in the CRM.
9:41
5G
AM CRM on mobile: Every payment lands straight in the CRM.
Providers & notifications

Payment in — the right person hears about it.

The common payment providers are connected (IPN/webhook); every incoming payment is traceable in the provider log — received, processed, matched. A push and email notification goes instantly to the agent who closed the deal: setter and closer, each sees their revenue.

  • Common payment providers connected (IPN/webhook)
  • Provider log: received → processed → matched
  • Push + email to the deal's agent
  • Setter and closer principle: each sees their revenue
  • Failed payments clearly marked
  • Fix matching with one click when needed
Instalments & dunning

Overdue instalments chase themselves.

For instalment contracts you see per person how many instalments are open, since when and when the next one is due. The dunning run writes to overdue customers automatically — in your tone, with a payment link. The top always shows how much is open and how much is high-risk. You only step in where needed.

  • Open instalments per person, with next due date
  • Automatic dunning run when overdue
  • Reminder by email and WhatsApp
  • High-risk (≥ 30 days) first, one click to the dunning run
  • Revenue vs. cash collected vs. open — live
  • Partial payments and defaults cleanly booked

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