FSA-Payment Collection

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

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

Add payment collection in main menu

To add payment in collection menu

Go to collection

Click on +Collection

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

Click on the collection icon

Add the payment details and save the form

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

Add payment collection in Customer

Go to customer

Select the customer and check the balance details

Click on the collection icon

Add all the details and save the form

A record will be added in the collection list

Check the updated balance in customer

Add payment collection in site visit

Go to site visit for a customer and start the visit

Go to Collection tab

Add the details of payment and save

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

Last updated 10 December 2025