> 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="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FiB8xJ2qT7tugeL771dR6%2Fimage.png?alt=media&amp;token=b186a12d-fd84-41f0-ba6f-9177fef177a1" alt="" width="244"><figcaption></figcaption></figure>

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2Fwqga15M99c3MyMEnubSw%2Fimage.png?alt=media&amp;token=45f14791-49cc-49f9-9289-3f8223bf33da" 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="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FaqHvxGgYPnGUR8dzMoo1%2Fimage.png?alt=media&amp;token=7c7ddf2e-a26e-49d7-b198-230e5f1a350f" alt="" width="180"><figcaption></figcaption></figure>

Click on +Collection

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FKPgCxFHyZUeQrgQH0OHg%2Fimage.png?alt=media&amp;token=4648f9e9-d4e9-4ffc-870c-ccdeac4e361a" alt="" width="180"><figcaption></figcaption></figure>

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

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FdhLDhEqnOckgtv6JrzKk%2Fimage.png?alt=media&amp;token=660e815c-5864-4b83-bb84-4c06a14e0e4d" alt="" width="180"><figcaption></figcaption></figure>

Click on the collection icon

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FtsLcE51MrVttjxZqnsrs%2Fimage.png?alt=media&amp;token=acf8612a-ad77-496c-aab8-5e148dc7af0f" alt="" width="180"><figcaption></figcaption></figure>

Add the payment details and save the form

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FkqZ6UhZ2Izcc7KabNsyZ%2Fimage.png?alt=media&amp;token=4a02d867-ca8a-4365-ae6c-b609370ac261" alt="" width="180"><figcaption></figcaption></figure>

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FXz4rLg6XRJhdsNkxGY9z%2Fimage.png?alt=media&amp;token=7ca44cc5-4f28-4354-b882-ec460bd1e7af" 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="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2Fhnm6xL5Twa0CF850IfAP%2Fimage.png?alt=media&amp;token=69168059-fcec-4ea4-bc5c-670c3e1ee59d" alt="" width="180"><figcaption></figcaption></figure>

Select the customer and check the balance details

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F1Bh4hu43w91yWUwlS6SV%2Fimage.png?alt=media&amp;token=059539d0-13d7-4660-aa4d-49ccf6580da8" alt="" width="180"><figcaption></figcaption></figure>

Click on the collection icon

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FJDIEQPQtBwwIeTQttoq4%2Fimage.png?alt=media&amp;token=fd1f7593-60e1-4dbd-a826-9e407c90a483" alt="" width="180"><figcaption></figcaption></figure>

Add all the details and save the form

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FMjxzmGaE8uQYuuqANPiZ%2Fimage.png?alt=media&amp;token=cd329ca9-a8a6-42d2-b393-0de60e98d592" alt="" width="180"><figcaption></figcaption></figure>

A record will be added in the collection list

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FAjSbKAXBNUZNdvSX50kX%2Fimage.png?alt=media&amp;token=cbc0f48b-d34f-4466-9321-2e6ccf8cce36" alt="" width="180"><figcaption></figcaption></figure>

Check the updated balance in customer

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FoDPOQjlF0PGCz2ZtmOt9%2Fimage.png?alt=media&amp;token=cdf906ab-288c-459f-be25-e117b2cf280e" 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="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FxGGydhHQqGwlHLSJvRVC%2Fimage.png?alt=media&amp;token=4cfc810a-3f12-4b1a-ad17-b054c1ae42d6" alt="" width="180"><figcaption></figcaption></figure>

Go to Collection tab

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F3GlIV09CjuIkBHS9NSV3%2Fimage.png?alt=media&amp;token=3831cd85-e078-4864-ae9f-839160d28249" alt="" width="180"><figcaption></figcaption></figure>

Add the details of payment and save

<figure><img src="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2FQxMaj8Wt7XakyiUkHH8J%2Fimage.png?alt=media&amp;token=d7e4a15a-4fb3-4347-b36a-86696a72222b" 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="https://160083056-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FmK2RCoJJtarg5gUVoIgX%2Fuploads%2F5MuRPxD8ZJPZPsRuhR0s%2Fimage.png?alt=media&amp;token=7f51c4f1-8ff1-48a0-b368-2779b52ec1b9" alt="" width="180"><figcaption></figcaption></figure>

Last updated 10 December 2025
