Version 2024.11 update-new online collection component released

Function item	Free Edition	Light edition	Professional Edition	Exclusive Edition
Online collection component	Support	Support	Support	Support
	The online collection component is an independent payment function and can be purchased and used by all YIDA users. For more information, seeIntelligent Finance.

Enterprises Build a CRM system through YIDA. On the basis of creating a business collection form, they can use the online collection component to generate a collection QR code and link based on the collection account and amount in the form, you can directly use Alipay to complete the payment. After the payment is successful, the payment status will be returned to the form and relevant personnel will be notified in time, eliminating the tedious reconciliation work of business and financial personnel.

Instructions

The online payment component is only supported in flow chart.

Features

The online collection component is based on the functions provided by the bank-enterprise payment application officially produced DingTalk. The bank-enterprise payment function is an enterprise-level payment application officially launched DingTalk, providing two functions of payment and collection:

• Payment: After completing the business process on the YIDA form, the enterprise can directly complete the payment through Alipay, online merchants and public accounts of mainstream banks.
• Collection: After creating a receipt on the YIDA form, the enterprise can generate an Alipay collection QR code and link. After the payer pays online, the payment status is returned to the form.

By automatically associating receipt documents and collection funds, it greatly saves a lot of tedious time spent on reconciliation work by customers, business personnel and finance.Take the CRM payment collection scenario as an example:

Use the process before Online Collection

1. Business personnel initiate payment application on YIDA
2. Approved
3. Business personnel notify customers of payment
4. Business personnel and customers confirm whether to pay
5. After payment, the business personnel contact the financial department to confirm the collection.
6. Financial login online banking query collection details confirm collection
7. Financial feedback business personnel have received money
8. Business personnel set the status of the receipt to received

Use the online collection process

1. Business personnel initiate payment application on YIDA
2. Approved
3. Business personnel send the collection link or QR code to customers
4. Customer PaymentThe system automatically returnsThe status of the payment order is set to received and business personnel are notified.

Product billing

Before using the online collection function, you need to purchase VIP version of the payment paid by banks and enterprises. Banks and enterprises pay VIP version yuan per year, with an online collection service fee of 2,000 yuan. For more information about billing rules, seeIntelligent Finance.

Rules for deduction of online collection service fees:

• A single payment is charged at 0.2% of the collection amount, up to 100 yuan
• The minimum charge amount is 0.01 yuan; Rounded up. For example, if the handling fee is 0.005 yuan, 0.01 yuan will be paid.
• The handling fee is pre-charged, and the corresponding amount (minimum 1000 yuan) needs to be recharged in advance, and each transaction is deducted proportionally. When the handling fee balance is exhausted, the collection service will be suspended.

Banks and enterprises can enjoy the following benefits if they pay VIP version:

Configure online collection (administrator)

You can refer to the following steps to add an online payment component to the form.

1. LoginYIDA Workbench, select the application that you want to use online collection, and go to application editing.
2. Go to the form design page and add aOnline CollectionThe component.

3. ClickConfigure component fieldsIn the dialog box that appears, configure the collection account and the account reminder.
4. Click configure collection account and follow the prompts.

The enterprise Alipay account used to collect money must be configured in the enterprise payment application in advance (personal Alipay account is not supported).

1. ClickConfigure a collection accountButton.
2. ClickAdd an accountClick the button to scan the code on the mobile DingTalk client and go to the enterprise payment application> fund account page to add a collection account.

Description:

Only financial personnel with enterprise payment rights can add enterprise accounts.

3. Go to the add enterprise Alipay account page, agree to the agreement, and clickGo to Alipay to authorize binding, jump to the Alipay authorization installed on this machine.

1. Return to the current page after the authorization is successful.

5. ClickConfiguration reminder, and then select the corresponding lifter in the pop-up dialog box.

After the receipt is successful, the form submitter will be notified by default. If you need to remind others (such as finance and business executives), you can set a reminder to the account. You can select multiple people (only in the current DingTalk organizations).

The two fields of collection amount and collection reason can be filled in manually by a single person, or other fields of this form can be associated by editing a formula, in order to enable the business system to automatically bring in the collection amount and reason.

For more information, seeOnline Collection.