Collections 

Use

The customer master collection type field determines whether payments are collected from a customer whereas payment methods and types determine how payments are collected.

Payment type

You need to specify for each payment collection customer which payment types can be accepted.

·        Cash

·        Check

·        Credit card

The payment method represents a combination of these payment types:

Payment method

Typical payment methods are:

·        Cash only

·        Cash or check

Features

The sales representative initiates collections from the Activity List screen. A collection activity is added to the Activity List when an invoice is created for a to-be-collected customer. Additionally, sales representatives can perform collections by creating new collection activities.

When collection is carried out, the system displays a list of all open invoices. From this screen, the sales representative selects the invoices that are to be assigned to the payment. He then selects collection and chooses the payment type. The mobile device only displays those types that are valid for the current customer.

Partial payments are supported; final matching happens in the backend. When the sales representative confirms collection, he is prompted to print a collections receipt. Collections just like deliveries, invoices, and orders are legal documents, and, therefore, cannot be changed after they have been confirmed.