📚 Documentation

🚀 Getting Started

1. Sign Up

1. Visit https://susudesk.com
2. Click "Start Free Trial"
3. Fill in your company details
4. Create your admin account
5. Start your 7-day free trial!

2. First Login

After registration, you'll be directed to the dashboard. Take a moment to explore:

• Dashboard: Overview of your business metrics
• Customers: Manage your customer database
• Agents: Add and manage collection agents
• Settings: Configure your company profile

3. Initial Setup

1. Update Company Profile: Go to Settings → Update company name, email, phone
2. Add Agents: Go to Agents → Click "Add Agent" → Fill in details
3. Add Customers: Go to Customers → Click "Add Customer" → Enter customer info
4. Create Accounts: Go to Accounts → Create accounts for customers

📊 Dashboard

Your command center showing real-time business metrics.

Key Metrics

• Total Collections: Sum of all collections for the selected period
• Total Withdrawals: Sum of all withdrawals
• Active Customers: Number of customers with active accounts
• Account Balance: Total balance across all accounts

Charts

• Collections Trend: Track collection performance over time
• Agent Performance: Compare agent collection amounts

👥 Managing Customers

Adding a Customer

1. Navigate to Customers
2. Click "Add Customer"
3. Fill in required fields:
   • First Name & Last Name
   • Phone Number
   • Email (optional)
   • Address (optional)
4. Click "Save Customer"

Editing Customer Details

Click the Edit button next to any customer to update their information.

Customer Status

• Active: Customer can make transactions
• Inactive: Customer cannot make new transactions (historical data preserved)

💳 Managing Accounts

Creating an Account

1. Go to Accounts
2. Click "Create Account"
3. Select the customer
4. Choose account type (Savings, Daily Susu, etc.)
5. Set initial balance (if any)
6. Click "Create Account"

Account Types

• Daily Susu: Daily collection accounts
• Savings: Regular savings accounts
• Fixed Deposit: Time-locked savings

Viewing Account History

Click on any account to view complete transaction history including collections and withdrawals.

💰 Recording Collections

Making a Collection

1. Navigate to Collections
2. Click "Record Collection"
3. Select customer and account
4. Enter amount collected
5. Select collecting agent
6. Add notes (optional)
7. Click "Save Collection"

Collection Receipt

After recording a collection, you can:

• Print receipt
• Send SMS notification to customer
• Email receipt (if customer has email)

💸 Processing Withdrawals

Making a Withdrawal

1. Go to Withdrawals
2. Click "Process Withdrawal"
3. Select customer and account
4. Enter withdrawal amount
5. Verify sufficient balance
6. Click "Process Withdrawal"

Withdrawal Limits

Some account types may have withdrawal restrictions. The system will alert you if a withdrawal violates any rules.

👨‍💼 Managing Agents

Adding an Agent

1. Navigate to Agents
2. Click "Add Agent"
3. Fill in agent details:
   • Full Name
   • Username
   • Password
   • Phone & Email
4. Assign role (Agent, Supervisor, or Accountant)
5. Click "Save Agent"

Agent Roles

• Agent: Can record collections and view customer data
• Supervisor: Agent permissions + can view reports
• Accountant: Can process withdrawals and view financial reports

Agent Performance

Track each agent's collection performance through the Reports section.

📈 Reports & Analytics

Available Reports

• Collections Report: Total collections by period
• Withdrawals Report: Total withdrawals by period
• Agent Performance: Collections per agent
• Customer Report: Customer account summaries
• Balance Report: Current account balances

Filtering Reports

All reports can be filtered by:

• Date range
• Agent
• Customer
• Account type

Exporting Reports

Click "Export PDF" to save reports for offline viewing or printing.

📱 SMS Center

Sending SMS

1. Go to SMS Center
2. Select recipients:
   • All Customers
   • Active Accounts
   • Specific Customer
   • Custom Number
3. Compose your message
4. Click "Send SMS"

SMS Quota

Each plan includes monthly SMS credits:

• Basic: 500 SMS/month
• Professional: 2,000 SMS/month
• Enterprise: Unlimited SMS

💳 Managing Subscription

Upgrading Your Plan

1. Go to Subscription
2. View available plans
3. Click "Upgrade" on desired plan
4. Complete payment via Paystack
5. Enjoy expanded features immediately!

Renewing Subscription

When your subscription is expiring:

• You'll receive email notifications
• Banner will appear in dashboard
• Click "Renew Now" to continue service

Cancelling Subscription

You can cancel anytime. Access continues until the end of your billing period.