FSA-Payment Collection
Last updated
Last updated
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
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
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
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
