Diana Host Ltd provides an efficient invoice system that offers multiple payment options, including both payment gateways and manual methods. Among the manual options available are Bkash personal send money, Nagad personal send money, and Rocket. When clients choose to make payments through these channels, certain information is required to confirm that their payment corresponds to a specific invoice. Therefore, clients are requested to provide their payment details for verification purposes. Subsequently, the customer support executive shares this information on the Slack platform to facilitate payment confirmation.
When customers make payments through manual options like Bkash personal send money, Nagad personal send money, or Rocket, the following information is typically needed for payment adjustment and confirmation:
Payment Method: Specify which manual payment method the customer used (e.g., Bkash, Nagad, Rocket).
Sender’s Name: The full name of the person who sent the payment.
Sender’s Mobile Number: The mobile number associated with the sender’s payment account.
Transaction ID: The unique identification number generated by the payment system for the transaction.
Invoice Number: The specific invoice number for which the payment is being made. This helps in identifying the invoice that the payment should be applied to.
Amount: The exact amount sent by the customer, ensuring it matches the invoice total.
Date and Time: The date and time when the payment was made.
Screenshot/Proof: Customers may be requested to provide a screenshot or other form of proof showing the payment transaction details, including the payment amount, sender’s name, and transaction ID.
Slack Sharing template:
TRX Method: bKash/Nagad/rocket
TRX ID:
TRX Date:
TRX Amount:
Attach screenshot if possible
By gathering this information, the customer support executive can verify the payment and reconcile it with the corresponding invoice. This process ensures that the payment is correctly attributed to the customer’s account
and the invoice is marked as paid.