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There are two ways to create a Collections May dalawang paraan para gumawa ng Collections

1. From the Collections page — Click the Create button to start a new collection. Mula sa Collections page – I-click ang Create button para gumawa ng bagong collection.
2. From the Sales Order's Collections tab — Create a collection directly within the tab. Mula sa Collections tab ng Sales Order — Gumawa ng collection direkta sa loob ng tab. </aside>

Create a Collection: From the Collections page

1. In Collections page, Click the Create button located at the top page. Sa Collections page, i-click ang Create button na matatagpuan sa itaas ng page

1. On the New Collection page, select a Customer first. Once you select a customer, the Customer details will automatically appear. Sa New Collection page, piliin muna ang Customer. Kapag nakapili ka na ng customer, awtomatikong lalabas ang Customer details

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   The order list will be automatically filtered based on the selected customer. Ang order list ay awtomatikong mafi-filter batay sa napiling customer.

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2. In the Collection Entries section, enter the required fields such as Payment Type and Amount. You may also fill in optional details such as Payment Method, Bank Account, Reference Number, Remarks, and Cleared At. You can add multiple collection entries if needed. Sa Collection Entries section, ilagay ang mga kinakailangang field tulad ng Payment Type at Amount. Maaari mo ring punan ang mga opsyonal na detalye tulad ng Payment Method, Bank Account, Reference Number, Remarks, at Cleared At. Maaari kang magdagdag ng maramihang collection entries kung kinakailangan.

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   If you are paying for multiple orders, you can select the orders first to get the total amount before filling out the Amount in the Collection Entries section. Kung ikaw ay gagawa ng payment para sa multiple orders, puwede i-select mo muna ang the orders upang makuha ang total amount, bago ka mag-fill out ng Amount sa Collection Entries section.

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3. Under the Orders section, click the dropdown to search and select an order. The order details will appear in the table below. Sa ilalim ng Orders section, i-click ang dropdown upang maghanap at pumili ng order. Lalabas ang order details sa table sa ibaba.

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   Changing the currency will also filter the order list. The orders available for selection will be based on the currency you choose, and this is tied to the currency of the created Sales Order. Pag pinalitan ang currency, mafifilter din ang order list. Yung mga orders na puwedeng piliin ay depende sa currency na pinili, at nakabase ito sa currency ng ginawa mong Sales Order

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4. Under Amount to Credit, input the amount you want to allocate to the selected order. Sa ilalim ng Amount to Credit, ilagay ang halagang nais mong i-allocate sa napiling order.

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   Total Amount Allocated must be equal to the Amount in Collection Entries section. The Remaining Amount to Allocate should be ₱0.00.

     *Siguraduhin na ang Total Amount Allocated ay katumbas ng Amount sa Collection Entries section. At ang Remaining Amount to Allocate ay ₱0.00.*
   

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5. After completing all required details, choose one of the following: Kapag kumpleto na ang lahat ng kinakailangang detalye, pumili ng isa sa mga sumusunod:

   • Save as Pending – saves the collection as a draft. The collection is not yet applied and will not affect the sales orders’ remaining due.
     • Save as Pending – sine-save ang collection bilang draft. Ang collection ay hindi pa naa-apply at hindi pa makakaapekto sa natitirang bayarin ng mga sales order.
   • Complete – processes the collection immediately. The collection is applied and deducted from the sales orders’ remaining due.
     • Complete – agad na ipoproseso ang collection. Ang collection ay maa-apply at mababawas sa natitirang bayarin ng mga sales order.

Create a Collection: From the Sales Order’s Collections tab

1. Go to the Sales Order page and open a pending or unpaid order. *Pumunta sa Sales Order page at buksan ang isang ***pending o hindi pa bayad na order.

2. Click the COLLECTIONS tab. I-click ang COLLECTIONS tab.

   

3. Fill out the required fields such as: Amount and Collection Date. You can also input optional details such as Reference # and Remarks. Punan ang mga kinakailangang field tulad ng: Amount at Collection Date. Maaari ka ring maglagay ng mga opsyonal na detalye tulad ng Reference # at Remarks.

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   The Amount field is automatically filled based on the remaining due amount. Ang Amount field ay awtomatikong napupunan batay sa natitirang bayarin.

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   The Collection Date is automatically filled based on the current date and time. Ang Collection Date ay awtomatikong napupunan batay sa kasalukuyang petsa at oras.

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4. Click the Submit button to create the collection. I-click ang Submit button upang gawin ang collection.

5. A Post Submit Warning will appear. Lalabas ang Post Submit Warning.

   When confirming to submit the collection, you will need to check the following boxes:

   • I confirm that this Collection is final and cannot be changed after posting
     • Kinukumpirma ko na ang koleksiyong ito ay pinal na at hindi na maaaring baguhin matapos itong mai-post.

6. Click Continue to confirm and complete the collection. I-click ang Continue upang kumpirmahin at kumpletuhin ang collection.

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   A created collection in the Sales Order Collections tab is automatically Posted. Ang Collection na ginawa mula sa Sales Orders Collections tab ay automatic naka-post at naipasok bilang bayad.

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Sample Video

Sample Video