EasyKist - Collections Desk & Payment Receipts

Direct Payment Entry

Search Customer / Phone / CNIC / Deal #

Pending Installments (Select to Pay)

Add New Funding Partner

Investor Full Name *

Phone Number *

CNIC Number *

Email Address

Registration Date * Onboarding

Initial Capital (PKR) *

Agreed Profit Share % *

Agreement Notes & Terms

Edit Partner Profile

Investor Full Name *

Phone Number *

CNIC Number *

Email Address

Registration Date Onboarding

Total Capital (PKR) *

Profit Share % *

Status

Agreement Notes

Register New Customer

1. Customer Information

Customer ID / Account # Optional / Auto-generated

#

Customer Full Name *

Pakistani CNIC Number *

Primary Phone *

Alternate / WhatsApp Phone

City

Residential Address

2. Guarantor / Reference (Optional) Optional

Guarantor Name

Guarantor Phone

Guarantor CNIC

Relationship

Guarantor Address

Customer Verification / Notes

Edit Customer Profile

1. Customer Information

Customer ID / Account #

#

Customer Full Name *

Pakistani CNIC Number *

Primary Phone *

Alternate Phone

City

Residential Address

2. Guarantor / Reference

Guarantor Name

Guarantor Phone

Guarantor CNIC

Relationship

Guarantor Address

Account Standing / Status

Verification Notes

Record Investor Payout

Investor:

-

Pending Profit:

₨ 0

Payout Amount (PKR) *

Payout Date *

Payout Type

Payment Method

Reference / Cheque #

Notes

Add Investor Capital

Investor:

-

Current Total Capital:

₨ 0

Additional Capital Amount (PKR) *

Deposit Date *

Payment Method

Reference / Txn / Cheque #

Notes / Description

Investment Cash Out (Return Idle Capital)

Investor:

-

Max Returnable Idle:

₨ 0

Total: ₨ 0 Deployed in Deals: ₨ 0

Cash Out Principal Amount (PKR) *

Cash Out Date *

Payment Method

Reference / Cheque / Txn #

Notes / Reason for Cash Out

Receive Installment

-

Amount Due:

₨ 0

Amount Paid (PKR) *

Receipt Number *

Payment Method

Payment Date

Late Surcharge (PKR)

Notes / Remarks

-

- • Partner Since: -

Total Capital

₨ 0

Deployed

₨ 0

Avail. Balance

₨ 0

Idle + Profit

Est. Profit

₨ 0

Total Earning

₨ 0

Paid Out

₨ 0

Pending Balance

₨ 0

Funded Customer Deals Portfolio

Deal #	Customer ID	Customer Name	Product / Financed Item	Financed Cost	Expected Profit	Installments Paid	Earned Profit

Profit Withdrawals & Payout History

Date	Amount Paid	Type	Method	Ref #

#CUST-1001

-

- • CNIC: -

-

Guarantor on Record

Name: -

Phone: -

Relation: -

CNIC: -

Installment Plan & Schedule

Send WhatsApp Reminder

Sending reminder to: -

Message Preview

Open WhatsApp

Change Master Password

Update master administrator access credentials

Delete Investor Profile

Permanent account deletion safeguard

Investor Name: -

Total Capital: ₨ 0

Active Deployed: ₨ 0

Active Deals: 0

Warning: Are you sure you want to delete this investor? This action cannot be undone and will unlink associated financial records.

Delete Customer Profile

Permanent customer deletion safeguard

Customer Name: -

Active Plans: 0

Remaining Balance: ₨ 0

Warning: Are you sure you want to delete this customer profile? This action cannot be undone and will permanently remove their records.

Correct Transaction

Auditable double-entry reversal & replacement

Txn #: -

Type / Operation: -

Party / Account: -

Original Posted Amount: -

Corrected Amount (PKR) *

Payment Method

Date

Reference / Txn #

Correction Reason & Audit Note *

This operation will preserve the original entry, create an auditable reversal, post the corrected replacement, and recalculate shared cash and profit ownership.

Void / Reverse Transaction

Auditable non-destructive financial reversal

Txn #: -

Type: -

Account / Party: -

Date: -

Amount: -

Notice: This transaction will not be physically deleted. An auditable reversal entry will be posted, adjusting cash and ownership balances to restore previous values.

Correct Payment

Update installment collection details

-

Originally Paid:

₨ 0

Corrected Paid Amount (PKR) *

Payment Method

Payment Date

Receipt Number

Correction Notes

Void Payment Receipt

Reverse payment and restore unpaid installment

Contract: -

Customer: -

Receipt #: -

Amount to Reverse: -

Reversal Impact: Voiding this payment reverses recovered cash, restores the unpaid balance on this installment, recalculates contract outstanding, and reopens the deal if it was closed.

Edit Contract / Deal

Manage deal details and nonfinancial information

Contract #: -

Customer: -

Total Installment Value: -

Product / Financed Item Name *

Cancel Contract

Controlled deal cancellation process

Contract No: -

Cancelling this contract will mark it as Cancelled, prevent future collections, and preserve historical accounting integrity.

Collections & Installment Receipts

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