Adding Collection
Adding Collection
| 1. | In the collection window, click Add. |
The collection window is displayed with the customer name and the amount to be paid by the customer.
| 2. | Click \"Type:\" to select the payment term. |
| 3. | Fill out the fields, according to the payment term selected. |
EF - Cash
In this option, you must fill out the Collect field with the amount paid by the customer.
The Current Balance field is automatically filled out with the debit balance when the amount paid is not equal to the total balance.
CH - Check
In this option, the customer's total debit balance is displayed. Besides, you must enter or search the bank and fill out the following fields: check amount, check number, bank name.
The Current Balance field is automatically filled out with the debit balance when the amount paid is not equal to the total balance.
VA - Vouchers
In this option, you must fill out the Collect field with the amount paid by the customer.
The Current Balance field is automatically filled out with the debit balance when the amount paid is not equal to the total balance.
TF - Deposit
In this option, you must fill out the Collect field with the amount paid by the customer and enter or select the deposit date.
The Current Balance field is automatically filled out with the debit balance when the deposited amount is not equal to the total balance.
| 4. | After filling it out, click Save. |
The system returns to the collection folder with the collection saved.