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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. In the New Collection Create page, select a Customer first.

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   Order list is filtered based on the Selected Customer

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2. Input other required fields in Payment Details such as Currency, Amount, Date Paid, and Payment Method. You can also input the Check Number (optional).

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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. Customer details will automatically appear once you select an order.

    *Ang Customer details ay kusang mag-fill out base sa Sales order na pinili mo.*
   

4. In 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.*
   

5. 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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   Make sure the Total Amount Allocated is equal to the Amount in the Payment section. The Remaining Amount to Allocate should be ₱0.00.

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

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6. Review all details. Once confirmed, click the Submit button to create the collection.

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A created collection in the Collections page is in Pending status. This means it is not yet posted, and the payment is not yet credited or deducted from the sales orders’ remaining due.

Ang collection na gawa mula sa Collections page ay may status na Pending. Ibig sabihin, hindi pa ito na-re-record at hindi pa nababawas sa dapat na bayaran sa sales orders.

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To Post a Collection:

1. Select the created Collection.
2. At the top of the update page, click the “Post” button.
3. A confirmation Post Collection box will appear.
4. Check the box, then click “Post Collection” to complete.

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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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