SMARTduet in the mobile app

In this article, you will learn how to use the SMARTduet program in the SaldeoSMART mobile app. With this feature, you can easily buy and manage credits using your phone. Here, you will find tips on how to join the program and how to manage credits flexibly.

_______________________________________________________________________

Who is the SMARTduet program in the mobile app for?

The SMARTduet program in the mobile app is intended for clients of accounting offices. In order to access the new client panel in the app, your accounting office must first log into the system and activate the SMARTduet program. Only after this step will you be able to use the panel in the mobile app.

Joining the program

When an accounting office joins the SaldeoSMART program, you will see the appropriate tab in the side menu after logging in to the mobile application.

The SMARTduet icon will also be visible in the header of the home page. Clicking Find out more will display information about the program, the ability to join the program, and information about the features available with credits:

Purchase a package

Clicking the Try SMARTduet button will redirect you to a calculator where you will be asked to provide information: how many sales invoices you issue per month, whether you issue invoices in SaldeoSMART and how many cost invoices you receive per month:

Based on this data, after clicking the Calculate and move on button, you will receive a price list tailored to your needs.

You can choose one of the following programs:

• Test - to check how SMARTduet works (option available once, if you have not yet joined the program).
• Optimum - proposed based on the data provided earlier.
• Individual - based on the data you enter.

You can also choose whether you want to purchase a monthly or annual package.

After selecting the package, you will be redirected to the order summary, where you will find information about the credits' expiry date.

The next page will show the invoice details and the payment option (Przelewy 24).

After clicking Buy now you can choose any payment method (BLIK, card payment, transfer). After the transaction is completed and successful, a message will appear on the screen thanking you for making the payment. In the event of a payment failure, an appropriate message will also be displayed.

After a successful transaction, you can go to the main page of the application or to the credit management panel. This panel will also be visible after clicking the SMARTduet tab in the side menu.

Management Panel

The management panel contains information about:

• Available credits.
• The selected package, its price and expiration date.

Additionally, within a given billing period, you can increase your current package or buy a new one for the next month.

Note: If you have chosen a test package, the only available option is to buy a new package.

After clicking Increase package, options to increase the package to choose from will appear (optimal or individual package). After selecting one of them, the amount to be paid and the invoice data will be calculated, similarly to before.

After clicking Buy a new package, a question will be displayed whether you want to buy the same package you already have or a different one (e.g. larger or smaller).

After purchasing the package, you will see information about the new package in the credit management panel.

You can increase your credits in a given billing period as many times as you want.

Knowledge base

In the credit management panel, there is also a handy knowledge base with regulations, videos and frequently asked questions about SMARTduet:

[screen]

Benefits of SMARTduet on your phone

• Fast and convenient purchase of credits: possibility to purchase credits without having to log in to your computer.
• Intuitive use: everything is available in a few simple steps on your phone screen.
• Credit insight: the tab allows easy access to information on the number of available and used credits.
• Flexibility: possibility to purchase new credit packages at any time, even outside the company.
• Increased efficiency: faster service process thanks to mobile purchases of credits.
• Support for a new cooperation model: increased application functionality supports a new model of cooperation between clients and accounting offices.
• User-friendly: the application becomes more user-friendly and functional, which makes everyday work easier.