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Yida installment payment management software
- Size: 20.88M
- Language: Simplified Chinese
- Category: financial management
- System: Win
Yida installment collection and payment management software is mainly used for the management of customers' receivables and suppliers' payables. Pay a total payment, and return or pay in several installments according to the agreed date. There is an automatic reminder function when it is about to expire; register each payment and repayment record of the receivables. After using this software, you can timely grasp the company's receivables and payables, so as to manage the company's funds in the most efficient way. Supports single recorded payment and repayment, as well as batch payments and repayment. Support customer debt statistics and repayment details inquiry. Especially suitable for installment collection and installment payment locations.
Yida installment collection and payment managementHighlights of software features
Efficiently raise funds
By automating the management of accounts receivable and payable, users can grasp the company's capital status in real time, optimize cash flow, and avoid idle or shortage of funds.
Easy to operate
It supports single or batch recording of payments/repayments to reduce repeated operations; the interface is simple and intuitive, even non-financial personnel can get started quickly.
Flexible adaptation to scenarios
It is suitable for all types of enterprises that need to collect or pay in installments, such as wholesale and retail, manufacturing, service industries, etc., to meet the fund management needs of different industries.
free to use
The software provides a free version, which reduces the cost of enterprise use and is suitable for small and medium-sized enterprises with limited budgets.
Yida installment collection and payment management software functions
Installment management
It supports splitting the total payment into multiple installment payments or collections on agreed dates, and automatically records the amount, date and status of each payment to avoid the tediousness of manual tracking.
Provides an automatic due reminder function to remind users through system notifications or emails when the payment/receipt date is approaching to reduce overdue risks.
Data statistics and query
Customer receivables management: Record the detailed information of each receivable, and support statistics of the total amount and details of arrears by customer, time and other dimensions.
Supplier payables management: Manage suppliers' payables, count the total amount owed and each repayment record to facilitate reconciliation and settlement.
Repayment details query: Users can check historical repayment records at any time, including repayment time, amount and method, ensuring that the data is transparent and traceable.
Basic information settings
Supports setting company employee information, contact unit (customer/supplier) information and checkout method to provide basic data support for subsequent business processing.
Expiration query
It provides the functions of total payment due inquiry, installment payment due inquiry (accounts receivable) and installment payment due inquiry (payables) to help users quickly locate the payment that is about to expire and plan funds in advance.
Main functions of Yida installment collection and payment management software
Customer debt registration and management:
Installment payable reminder management:
How do I set up an installment collection/payment plan?
Operation steps:
After entering the software, select the "Basic Information Settings" module to add customer or supplier information.
In the "Instalment Management" function, select the corresponding customer/supplier, enter the total amount, the number of installments, and the amount of each installment (or the system will automatically divide it equally).
Set the expiration date of each period, and the system will automatically generate an installment plan after saving.
Note: If you need to modify the installment plan, you need to adjust it before it expires, and the due amount needs to be processed through the "Repayment Record" function.
What should I do if the expiration reminder does not take effect?
Possible reasons:
System notifications or email reminders are not enabled.
The reminder time is set incorrectly (such as insufficient days in advance).
The software does not keep running in the background (for mobile phones).
Solution:
Check the reminder method in "System Settings" and make sure Notification or Email is checked.
Adjust the number of days in advance for reminders (it is recommended to set it to 3-5 days).
Keep the software running in the background, or turn off power saving mode.
Yida Installment Collection and Payment Management Software Update Log
新增了收款打印管理功能
Huajun editor recommends:
The functions of Yida's installment collection and payment management software are as complete as those of the official ones. The interface is more beautiful and elegant, and the design is more perfect. Welcome to download it to continuously meet the needs of users. If you are interested, you can also download Jin Goal, Aimo Brain Map, and .NET
Version: 30.7.3 | Update time: 2025-11-18
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Yida Installment Collection and Payment Management Software Review
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1st floor Huajun netizen 2021-06-28 07:54:33Yida installment collection and payment management software is very easy to use, the download speed is very fast, and it is very convenient!
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2nd floor Huajun netizen 2022-02-03 07:41:05The overall feeling of Yida installment collection and payment management software is good, I am quite satisfied, the installation and operation are very smooth! It went very smoothly following the installation step-by-step guide!
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3rd floor Huajun netizen 2022-02-14 08:45:52Yida installment collection and payment management software hopes to do better and better, come on!
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