Module Guides
Step-by-step guides for using each module in the Envia Admin platform.
| Module | Description |
|---|---|
| Finance | How to manage invoices, payments, and financial reports |
| Partner Payments | How to view, validate documents, mark as paid, and send to internal review |
| Partner Country Executives | How to activate PAE / SDR executives per country and bulk-reassign partners |
| Roles & Permissions | How roles, permissions, and security levels control access in the platform |
| Overweight Refund | How to accept or reject overweight refunds and optionally edit the refund amount |
| Overweights Chargeback | How to apply chargeback (individual or bulk) to reverse a provisional overweight refund |
| Payment Chargebacks | How payment disputes freeze company balance and how to register or close them from /chargebacks |
| CSAT | How to view, filter, and manage customer satisfaction survey results across all channels |
| CRM | How to manage prospects and clients through the sales pipeline (Kanban, Table, Calendar views) |
| Partners CRM | How to manage the partner recruitment pipeline (Kanban, List, Calendar, follow-up notes, KPIs) |
| CRM Analytics | How to read the analytics dashboard, apply filters, and drill into pipeline data |
| CRM Interest Services | How to set requested services in CRM without changing onboarding |
| CRM Activities | How to work the Activities tab: pipeline counts, personal TODO board, and ticket links |
| Collections | How to work a company collection file: filters, bulk reassign, timeline, notices, promises, and assignment rules |
| Organization Settings | How to manage taxes, chart of accounts, and bank accounts per organization |
| Payment Requests | How to create, track, and manage outgoing payment requests to providers |
| Supplier invoice life | How a supplier invoice arrives, when a Zoho payment waits, and when it hits the income statement |
| Income Statement: Income Lines | How to read income by service and COD commission, and record income on income accounts |
| Invoice Fiscal Lifecycle | How to void a fiscal invoice and merge a manual payable row with the real CFDI |
| Invoice Workspace | How to read an invoice on one screen, change its accounting account, exclude it from the statement, and import invoices from a spreadsheet |
| Invoice Account Integrity | How to refresh outdated catalog names from Zoho and what changes after invoices are reconciled to Zoho Books |
| Ticket Crons | How automated jobs manage ticket reminders, autoclose, and customer satisfaction surveys |
| Credit Line Requests | How to review, approve, and manage credit line requests, including management authorization, country assignments, and DocuSign contract creation |
| Credit Line Decrement | How to lower a live credit line through pending history, and when the same modal still opens a credit request |
| Credit Line Extension | How to add temporary credit days, why the button can be disabled, and how the restore shows up in history |
| Carriers | How to browse carriers and services, configure a carrier, and open a service to set costs and prices |
| Bulk Custom Plans | How to assign catalog price plans to many companies from a CSV on the carriers list |
| AI Hub | Configure EnvIA per country: hours, holidays, documents, and sandbox |
| Ticket Automation | Configure AI playbooks for support tickets (required data, happy path, carrier escalation) |
| Bitspei | How to browse Bitspei partner leads, view products of interest, and access file attachments |
| Client Carrier Activation | How to restrict carriers and services for a specific client — fully or in quote-only mode — by service, carrier, or country, plus the company-wide quote-only restriction |
| AI Hub | How to configure EnvIA business hours, holidays, documents, and the live sandbox |
| AI Fraud | How to review flagged shipments, import confirmed cases, and run account-succession analysis |
TIP
The Finance guide is a reference example. Use it as a model when writing guides for new modules.