The iTorem manual — running your institution's collections

Getting startedSign in to iTorem, meet the dashboard, and learn your way around: navigation, search, notifications and support.3 sections ClientsYour institution's directory: find anyone, register new clients and work their full profile — details, transactions and notes.2 sections Charges and paymentsThe heart of collections: record what each person owes, capture what they pay, and allocate each payment to its charge.2 sections Expenses and beneficiariesRecord who the institution pays and capture their expenses and payments.2 sections Activities and calendarThe institution's agenda: log calls, appointments and reminders, see them as a list or a calendar, and relate each activity to its client or its collection.2 sections Cash boxesThe institution's cash: per-box balances, movements, transfers and adjustments.1 sections Receipts, statements and emailsWhat the institution hands its people: printed receipts, per-period statements, and the automatic emails with their real delivery history.2 sections ReportsThe operation's analysis: collections and expenses by period, with column filters and Excel export.2 sections SettingsThe institution from the inside: account details, operators and their permissions, income and expense catalogs, and payment providers.3 sections Bulk captureCharges and payments by batch: a grid to capture dozens of movements, review them together and confirm them at once.2 sections Recurring chargesTuitions and dues that repeat: schedule them once and follow each occurrence, with optional automatic charging.1 sections Installment paymentsA client's charges split into 3, 5, 6, 10 or 12 monthly installments, the first one today: you follow it installment by installment and, with a card, each one charges itself.3 sections The payment portalThe client's side: a personal link where they see pending charges and pay by card, and the monitor where you follow every attempt.2 sections Team communicationThe institution's internal chat: rooms by topic, mentions and notices, without leaving the system.1 sections

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