Collections

You can accept payment against invoices without starting a visit. To do this, tap on Collections in left pane.

The list of customers will be displayed in left side of the screen. Choose a customer by tapping on customer name to accept payment from them.

Select the Payment method from the dropdown. Enter the amount that is being received.

If the payment type is cheque payment, you’ll have to enter the Cheque number, Cheque date, Bank, and Branch.

Tap on the invoices against which you wish to receive the payment. Enter the amount being settled. Continue the process until the Unsettled amount becomes 0.00.

Capture the customer signature in the signature field.

Tap on to save the signature. Tap to clear the captured signature.

Tap on to save the payment collection information.

You’ll receive a confirmation message after the collection is saved.