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There are two ways to create a Collections

1. From the Collections page — Click the Create button to start a new collection.
2. From the Sales Order's Collections tab — Create a collection directly within the tab. </aside>

Create a Collection: From the Collections page

1. In Collections page, Click the Create button located at the top page.

1. On the New Collection page, select a Customer first. Once you select a customer, the Customer details will automatically appear.

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   The order list will be automatically filtered based on the selected 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.

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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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3. Under the Orders section, click the dropdown to search and select an order. The order details will appear in the table below.

    *Sa Orders section, i-click ang dropdown upang pumili o mag-search ng order.*
   

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   You can also select multiple Sales Order in one Collection transaction.

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4. Under Amount to Credit, input the amount you want to allocate to the selected order.

     *Sa Amount to Credit, ilagay ang amount na gusto mong ilaan 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:

   • Save as Pending – saves the collection as a draft. The payment is not yet applied and will not affect the sales orders’ remaining due.
   • Complete – processes the collection immediately. The payment is applied and deducted from the sales orders’ remaining due.

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

1. Go to the Sales Order page and open a pending or unpaid order.

2. Click the COLLECTIONS tab.

   

3. Fill out the required fields such as: Amount and Collection Date. You can also input the Reference # and Remarks (optional).

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   The Amount field is automatically filled based on the remaining due amount.

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   The Collection Date is automatically filled based on the current date and time.

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4. Click the Submit button to create the collection.

5. A Post Submit Warning will appear.

   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

6. Click Continue to confirm and complete the collection.

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   A created collection in the Sales Order Collections tab is automatically Posted.

     *Ang Collection na ginawa mula sa SO Collections tab ay automatic naka-post at naipasok bilang bayad.*
   

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Sample Video

Sample Video