Create or Edit a Collection - Smarter Sales & Inventory Management | Zayls

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Knowledge Base Sales | Create or Edit a Collection

Create or Edit a Collection

Create a Collection:

There are several ways to create a collection:

  • Create a payment through the Invoice transaction
  • Create a payment using Collections Module

 

Create a collection through the Invoice transaction:

  1. Click an Invoice.
  2. In the Collections pane, click Add.
  1. In the New Collection Window, the CustomerDate Collected, Invoice Number, and Amount To Pay are already filled by default. You may also select new Invoices, enter your Remarks, Date, or update the Amount To Pay.
  2. Under the Invoices section, you can input an existing Payment Entry or create a new one to indicate the Amount for the payment.

Different Payment Entries could be used to pay for a single Invoice or vice-versa.

The Payment Amount is determined by the Payment Entries that is used in the Collection.

  1. Once done, click Save to save the transaction or Cancel to terminate the form.

If the Payment Amount is not equal to the Total amount, the Collection would not go through.

  1. A successful message will appear at the top-right hand corner and you’ll be able to see the newly created collection. You can click the message to create another collection.
  2. When you go back to Sales OrdersInvoices overview or to an existing Sales Order / Invoice, the collection is updated.

Create a Collection using Collections Module:

  1. In the Collections overview, click New Collection.
  1. In the New Collection Window, the CustomerDate Collected, Invoice Number, and Amount To Pay are already filled by default. You may also select new Invoices, enter your Remarks, Date, or update the Amount To Pay.
  2. Under the Invoices section, you can input an existing Payment Entry or create a new one to indicate the Amount for the payment.

Different Payment Entries could be used to pay for a single Invoice or vice-versa.

The Payment Amount is determined by the Payment Entries that is used in the Collection.

  1. Once done, click Save to save the transaction or Cancel to terminate the form.

If the Payment Amount is not equal to the Total amount, the Collection would not go through.

  1. A successful message will appear at the top-right hand corner and you’ll be able to see the newly created collection. You can click the message to create another collection.
  2. When you go back to Sales OrdersInvoices overview or to an existing Sales Order / Collection, the collection is updated.

COLL# is auto-generated but you can override and type in a different number. To check the form’s next auto-generated numbers, click here.

Tag a Sales Return to a Collection:

  1. In the New Collection window, click the Returns tab.
  2. Select a Sales Return. You may select multiple Sales Returns. You may also update the Amount to Return.
  3. Once done, click Save to save the transaction or Cancel to terminate the form.

Tag an Addition to a Collection:

  1. In the New Collection window, click the Additions tab.
  2. Select an Adjustment Type. You may select multiple Adjustment Types. You may also enter a Description and update the Amount.
  3. Once done, click Save to save the transaction or Cancel to terminate the form.

Tag a Deduction to a Collection:

  1. In the New Collection window, click the Deductions tab.
  2. Select an Adjustment Type. You may select multiple Adjustment Types. You may also enter a Description and update the Amount.
  3. Once done, click Save to save the transaction or Cancel to terminate the form.

Edit a Collection inside through the Invoice transaction:

  1. In the Invoices overview, click an Invoice.
  2. In the Collectionpaneclick the CollectionNumber.
  3. Click Edit.
  4. Enter the new details and then click Save located at the bottom. A message will appear if the collection is saved successfully.

 

Edit a Collection using Collections Module:

  1. Click the Collection you want to edit.
  2. Click Edit.
  3. Enter the new details and then click Save located at the bottom. A message will appear if the collection is saved successfully.

If you are not able to create or edit a Collection that means the admin did not give you access to Collection – Modify.

Add Comments to a Collection: 

The comment feature allows you to leave important messages to keep everyone informed.

  1. In the Collection record, scroll down to view the Comments section.
  2. Enter your message in the Comment box.
  3. You may also add attachments such as photos or files. Click Add attachment below the Comment box. A Dialog box asking the location of the file will appear. Click the file you want to upload and then click Open.
  4. Once finished, click Post. A successful message will appear, and the new message will display on top of the conversation.

Edit or Delete a Comment:    

  1. Find the comment you want to edit or delete.     
  2. Click  .    
  3. To update the comment, click Edit. To delete the comment, Click Delete.

Only accounts with admin account type can delete comments made by other regular users.