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Payment In (Collections)

Menu Sales → Payment In (`/invoice/collections`). Record collections with party, cash/bank account, amount, and optional linked sales invoices. Also open Collection Slip from a Sales Invoice, or Collection from Party / Cash / Bank history.

Create

Create Collection (Payment In)

New Collection opens Create Collection Slip — pick the party, Collection Point (Petty Cash or Bank), Receipt/Document No., Date, Received Amount, account, optional invoice link, and Description.

Open New Collection

  1. 1Sales → Payment In → New Collection
  2. 2Modal/page: Create Collection Slip (edit: Edit Collection Slip)
  3. 3Fill required fields → save — money posts to Cash or Bank and optional invoices settle

All fields

  • Party (required) — customer from Party
  • Collection Point — Petty Cash (Cash) or Bank (RTGS, NEFT, IMPS style)
  • Receipt / Document No.
  • Date (required)
  • Received Amount (required)
  • Account — Cash Account or Bank Account for the collection point
  • Optional invoice link — select open Sales Invoices (Invoice Total / Remaining Balance)
  • Description for notes / remittance reference

Product screenshot coming soon

Party + Received Amount + Date are the core; invoices are optional but recommended when settling specific bills.

Collection Point

C

To Petty Cash

Receive into a Cash account — see Cash.

B

To Bank

Receive into a Bank account (RTGS/NEFT/IMPS) — see Bank.

Required vs optional

Required
Party, Date, Received Amount, account
Point
Petty Cash or Bank
Optional
Invoices, Description, Doc No.
Effect
Cash/Bank ↑ · Invoice remaining ↓
Tip

Link invoices whenever you are settling bills — Collection status on Sales Invoice stays Paid / Partial / Unpaid correctly.

Frequently asked

Must I link invoices?+

Party is required. Link invoices when settling specific Sales Invoices; otherwise post Received Amount with a Description as a general collection.

Partial Received Amount?+

Yes. Enter less than remaining balance — invoice becomes Partial until fully collected.

Where does the account list come from?+

Your Cash and Bank masters. Create accounts there first if Collection Point has no options.

Related features

List

Payment In List

The Payment In list at /invoice/collections shows recorded collections — open New Collection to receive money, Edit an existing slip, or Delete when allowed.

View feature
Entry points

Collection Slip from Sales Invoice

From an Approved Sales Invoice view, open Collection Slip to receive payment against that invoice — the same Payment In voucher, prefilled with party and invoice remaining balance.

View feature
Entry points

Collect from Party, Cash & Bank

The same Collection Slip is available from Party Transaction Details, Cash history, and Bank history — so you can receive money in context of the customer or the account. Party also supports remittance-related vouchers from New Transaction.

View feature
Overview

What is Payment In (Collections)?

Payment In (Collections) records money received from customers — against Sales Invoices or as a general receipt — into Petty Cash or Bank. It is the collection step after you bill on Sales Invoice.

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Ready to try Create Collection (Payment In)?

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Open Payment In