Welcome to Pulpo’s Help Center! In this article, we explain how to use the Payment Methods module to centralize and manage all information related to your fleet's payment methods, including external payment sources or integrations like PulpoPay.
Accessing the Payment Methods Module
To get started, go to the left-side panel and select Fleet > Payment Methods. This module consists of two main screens, each designed to provide specific functionalities.
Screen 1: General Payment Methods Overview
This screen provides a summary table of all registered payment methods. Here, you can:
✔ View and manage both external payment methods and those provided by PulpoPay.
✔ Customize columns to display the data you need.
✔ Apply filters to search for and segment specific payment methods.
✔ Export data in Excel or CSV format.
Screen 2: Individual Payment Method View
When selecting a payment method, you will access its individual view, which is divided into three main sections:
1. Detailed Information (Left Panel)
✔ View key details such as account number, card type, or associated conditions.
✔ Register unique events, such as specific reminders for key dates.
2. Payment Method Operations (Central Section)
Dashboard: View Key Performance Indicators (KPIs), including:
✔ Expense history linked to the payment method.
✔ Expense segmentation by category or period.Activity Log: Review a detailed audit of all recorded transactions, including:
✔ Information on who registered each event (user or integration).
✔ Recorded date and effective transaction date.
✔ Editing options in case of errors.Alerts: Receive custom notifications based on payment method settings, such as spending limits or expiration dates.
3. Operational Management (Right Panel)
✔ Assignments: Manage the assignment of payment methods to vehicles, drivers, or specific expenses.
✔ Documents: Store and organize relevant documents associated with each payment method, such as contracts or receipts.
Benefits of the Payment Methods Module
The Payment Methods module helps you centralize and manage all financial information related to your fleet, offering advantages such as:
🚀 Full control over expenses made with each payment method.
🚀 Simplified audits and financial reconciliations.
🚀 Automated alerts to manage expiration dates or usage limits.
🚀 Seamless integration with PulpoPay for more efficient tracking.
Helpful Tips
✅ Custom Configuration: Use filters and customizable columns to adapt the information to your business needs.
✅ Complete Documentation: Upload key documents such as payment method contracts or receipts for easy access.
✅ Automation: Set up alerts and reminders to prevent expiration issues or excessive usage of payment methods.
Do You Have More Questions?
We hope this guide was helpful! If you need additional assistance, visit our Help Center or contact our support team.
Thank you for trusting Pulpo to manage your fleet’s payment methods! 🚀