A Collection Report provides a detailed record of all payments collected from customers each month, including the accounts or deposits to which they were applied.
How to Access the Report
- Go to the Report menu.
- Select Sales & Receivables > Collection.
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To view a specific report:
- Click the appropriate icon.
- Choose your desired Report Type.
- Select the Date range.
- Click View.
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Collection Summary: Displays an overview of total receipts collected from customers and outlines how they were applied (e.g., across invoices, debit memos, or other charges).
This below is a template of Collection Summary:
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Collection Detail: Delivers a granular, itemized breakdown of all collected transactions matched against their reference invoices.
This below is a template of Collection Detail:
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