> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/field-sales/fsa-payment-collection.md).

# FSA-Payment Collection

In customer, user can check the credit limit amount, credit balance amount and outstanding amount of the customer

<figure><img src="/files/9OBPAQscJhgP7ZvLDGzR" alt="" width="244"><figcaption></figcaption></figure>

<figure><img src="/files/Ql1gqO5EIsJm6EVMKn9f" alt="" width="230"><figcaption></figcaption></figure>

In collection menu user can collect the payment from customer, in a site visit

### Add payment collection in main menu <a href="#add-payment-collection-in-main-menu" id="add-payment-collection-in-main-menu"></a>

To add payment in collection menu

Go to collection

<figure><img src="/files/0DyI4M7SW9JD3sAcCdZX" alt="" width="180"><figcaption></figcaption></figure>

Click on +Collection

<figure><img src="/files/kKod5fyOvwGJrFA2OfqB" alt="" width="180"><figcaption></figcaption></figure>

Select the customer name and check the Credit balance and outstanding amount

<figure><img src="/files/XahwqsSrRLkCL2Rn2MOv" alt="" width="180"><figcaption></figcaption></figure>

Click on the collection icon

<figure><img src="/files/G8xXR9XMJcDBpZOiN8iY" alt="" width="180"><figcaption></figcaption></figure>

Add the payment details and save the form

<figure><img src="/files/U1IcsxUSwSEfKvBmHLwn" alt="" width="180"><figcaption></figcaption></figure>

<figure><img src="/files/ebfq6jJJjHl7bmqAnr6b" alt="" width="180"><figcaption></figcaption></figure>

A record will be added in the list and credit balance and outstanding amount will be updated in customer

\
![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FDLzJvkoJ9vbzRMkbYsEC%252F8.png%3Falt%3Dmedia\&width=768\&dpr=4\&quality=100\&sign=7df52917\&sv=2)<img src="https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252Fr6WkKFUg8mjbjo51xjsv%252F9.png%3Falt%3Dmedia&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=5183e943&#x26;sv=2" alt="" data-size="original">

### Add payment collection in Customer <a href="#add-payment-collection-in-customer" id="add-payment-collection-in-customer"></a>

Go to customer

<figure><img src="/files/wXGBWsGOSCCJeDOQdHlm" alt="" width="180"><figcaption></figcaption></figure>

Select the customer and check the balance details

<figure><img src="/files/e2rsJ5ycESHMiBJQAZQW" alt="" width="180"><figcaption></figcaption></figure>

Click on the collection icon

<figure><img src="/files/oMKcM220KAJe7qTl3YZC" alt="" width="180"><figcaption></figcaption></figure>

Add all the details and save the form

<figure><img src="/files/9RAkTUqqgidOMsxHsaoW" alt="" width="180"><figcaption></figcaption></figure>

A record will be added in the collection list

<figure><img src="/files/zOkvYKBtUuac1D4WZmT2" alt="" width="180"><figcaption></figcaption></figure>

Check the updated balance in customer

<figure><img src="/files/j7cLPixzRXoPjAjs2utJ" alt="" width="180"><figcaption></figcaption></figure>

### Add payment collection in site visit <a href="#add-payment-collection-in-site-visit" id="add-payment-collection-in-site-visit"></a>

Go to site visit for a customer and start the visit

<figure><img src="/files/NM3OG6fkmjSbqr0oShKo" alt="" width="180"><figcaption></figcaption></figure>

Go to Collection tab

<figure><img src="/files/Ge4MM18V33YflbuEeaa0" alt="" width="180"><figcaption></figcaption></figure>

Add the details of payment and save

<figure><img src="/files/F3U7ICyvGkaggBIWcD2F" alt="" width="180"><figcaption></figcaption></figure>

A record will be added in the collection and amount will be updated in the credit balance and outstanding

<figure><img src="/files/eToKuPTxLqLkInDqL1ch" alt="" width="180"><figcaption></figcaption></figure>

Last updated 10 December 2025