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
CRM Salesman Complement	How to assign the second executive who activates the account, and filter the list by it
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Invoice Account Integrity	How to refresh outdated catalog names from Zoho and what changes after invoices are reconciled to Zoho Books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.