Collection

Follow the steps below to manage collections effectively:

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Step 1:

Navigate to “Quick Access”. A dropdown list will appear; select “Create Payment”.

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Step 2:

The Collection screen will appear. Select “Account Receivables” to collect payment from customers.

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Step 3:

Click on the “Choose Customer” icon. Open the dropdown list and select the Customer Name.

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Step 4:

Fill in the required information as shown in the snapshot below.

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Step 5:

Choose either “Save,” “Save & Add New,” or “Post” to save the entry.

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Step 6:

After saving or posting, the Credit Note list will appear. Click on the “Action” icon and select “Approve” from the dropdown list.