# 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://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F7JbBN5av7YQHwctQ1kA0%2Fimage.png?alt=media&#x26;token=7aa7434e-0210-46e3-9c3e-b406cddead0f" alt=""><figcaption></figcaption></figure>

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FUC4uSr8ezQKqAJl5PBTX%2Fimage.png?alt=media&#x26;token=e6eb78be-7e84-4884-bfed-a1e0630676d1" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FZkSV3n2Ntl7aNSk6FB9I%2F2.png?alt=media" alt="" width="360"><figcaption></figcaption></figure>

Click on +Collection

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F6cCRbVwBKrVaBzHAO3Kw%2F3.png?alt=media" alt="" width="360"><figcaption></figcaption></figure>

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FMkGVLG6OhB7mO2raZZW6%2F4.png?alt=media)

Click on the collection icon

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FPlD325eCNwprg6LTNsJ7%2F5.png?alt=media)

Add the payment details and save the form

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FDOI5QyYiBWH73BvViJJU%2F6.png?alt=media)

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F3H26aayHzhsRPM4NPUSE%2F7.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FDLzJvkoJ9vbzRMkbYsEC%2F8.png?alt=media) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fr6WkKFUg8mjbjo51xjsv%2F9.png?alt=media)

## Add payment collection in Customer

Go to customer

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FvNdVzVamne5Ed8vNmSxo%2F10.png?alt=media)

Select the customer and check the balance details

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FTfOD10Fj4pvIQZnXq2B2%2F11.png?alt=media)

Click on the collection icon

<figure><img src="https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FT5T0FMhPoA52IIIEIChn%2F12.png?alt=media" alt="" width="360"><figcaption></figcaption></figure>

Add all the details and save the form

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fghaca97eOB1PAtIz4Ltx%2F13.png?alt=media)

A record will be added in the collection list

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F8qqVu14GHCJudNUZ0ChI%2F14.png?alt=media)

Check the updated balance in customer

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FxluQq2oci61tWSivkYcB%2F15.png?alt=media)

## Add payment collection in site visit

Go to site visit for a customer and start the visit

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F5oXmbJ30BFAastnQL8m7%2F16.png?alt=media)

Go to Collection tab

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FvDdPSZg6OZrE0Dmu5MMr%2F17.png?alt=media)

Add the details of payment and save

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FjEKrV8jRxPDbz6eERJNO%2F18.png?alt=media)

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

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fbw8VY2amkqXylFgATC2O%2F19.png?alt=media)


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