Loading funds into the driver's account for deductions
To load funds into a driver's account, you must first access the administration dashboard of Zerity. Navigate to the "Accounts" section and select the driver's profile for which you wish to add funds. Click on the "Add Funds" button, and you will be prompted to enter the amount you wish to load into the account. Once the amount is entered, confirm the transaction. The funds will immediately reflect in the driver's balance, ready for any upcoming deductions related to their invoices. This process ensures that deductions are smoothly managed without interrupting the driver's operational flow.
To top up the driver's balance, please follow these steps:
Navigate to the Driver's Profile and select "Wallet."
Choose the "Add Funds" option.
Select the payment method, enter the amount, and provide a reason in the free text field.
Confirm by clicking "Add."
What can you use the wallet for for deducting from driver invoices?
You can link a credit with any of the following types for deduction:
PCNs (Penalty charge notices) - for drivers that rent vehicles from you
Vehicle damages - when driver to repay vehicle damage costs
Accidents - drivers ran into accident and you cover the excess for the driver to repay
Arranging payment instalments on the driver's balance
Payments can be scheduled in instalments for a driver until the entire sum is fully repaid.
To do that:
Navigate to the driver's profile and select the "Wallet" option.
Choose the credit for which you wish to schedule payments.
Opt for the "Schedule Installments" option.
Determine and select the payment frequency for the instalments.
Manually add payments against a credit
To manually add payments against a driver's existing credit, follow the detailed steps below:
From within the driver's profile, access the "Wallet" section.
Locate and select the specific credit entry you wish to offset with a payment.
Click on the "Add Payment" option to proceed.
Enter the payment amount, select the date of payment, and if necessary, add any relevant notes in the provided field to ensure clarity and traceability of the transaction.
Finalize the process by clicking the "Submit" button. The payment will be applied immediately to the credit, reducing the outstanding balance accordingly.
This functionality is crucial for maintaining accurate records of transactions between the company and the drivers, ensuring that all payments are tracked and managed efficiently.