The Sales Collections Page shows a list of customer payments made for sales orders. Each entry includes important details like the payment amount, date, customer name, and linked sales order. This helps you easily track payments and manage what customers still need to pay.

Sales Collections Page

Statuses

Sales Collections Statuses:

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Pending – The collection has been added but is not yet confirmed. This means the payment is not yet credited or deducted from the sales orders’ remaining due.

Posted – The collection has been confirmed and officially recorded. This means the payment has been received and applied to the related sales order.

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You can narrow down Sales Collections in three ways:

1. Using Search Bar
2. Using Filters
3. Using Sorts </aside>

Using Search Bar:

1. Go to Search bar at the top of the Collections table
2. Type the order code, customer name, or any keyword, then press Enter or click the Search button.
3. Click the Code to view the Collections details.

Using Filters:

1. Click the Filter button beside the Search bar.
2. A pop-out filter card will appear where you can select from several filter options to refine your results.