How To Create a Receipt/Collection

How To Create A Receipt/Collection:

1. Select the Collect Icon on the Home Screen

2. Select the Blue + CREATE COLLECTION button in the bottom right corner

3. Select your Collection type from the radio buttons at the top: E-Collection or Receipt

4. Enter Receipt Number /or Transaction ID

5. Confirm Collection Date

6. Select the Multi-Customer toggle if the collection is from multiple customers.

Then enter the Total Amount Collected.

7. Enter Customer Name

8. Enter Address (Optional)

9. Enter Description

10. Enter Account Name or Number

11. Enter Amount Paid

12. Choose Event Code (optional)

13. Add an additional detail line by clicking

Once you have added all the collection details you have the following options:

CANCEL : To cancel the transaction

DEPOSIT NOW: to deposit this single collection

SAVE: To save collection to allow edits before being deposited