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Payment Collection

This module is used to manage payment collection entries.

Features​

  • Payment Collection Recording: Record payments collected from clients
  • Collection Tracking: Track all payment collections in one place
  • Payment Reports: Generate detailed collection reports
  • Receipt Generation: Create and print payment receipts

Requirements​

  • Open Core Business Suite (Base System)

Installation​

  1. Download the Payment Collection module package
  2. Extract the module to Modules/PaymentCollection
  3. Run the installation command:
php artisan module:enable PaymentCollection
php artisan migrate
  1. Clear the application cache:
php artisan optimize:clear

Usage​

Recording Payments​

Navigate to Field Sales > Payment Collections to record payments:

  • Enter payment amount and method
  • Associate payment with client and invoice
  • Add payment reference numbers
  • Attach supporting documents

Collection Tracking​

Monitor all payment collections:

  • View collection history by date, client, or employee
  • Track pending and completed collections
  • Monitor collection targets and achievements

Payment Reports​

Generate comprehensive reports:

  • Daily collection summaries
  • Employee collection reports
  • Client payment history
  • Outstanding balance reports

Receipt Generation​

Create professional receipts:

  • Auto-generate receipt numbers
  • Customize receipt templates
  • Print or email receipts to clients
  • Maintain receipt archives

Configuration​

Access module settings at Settings > Payment Collection to configure:

  • Payment methods
  • Receipt number format
  • Receipt template customization
  • Collection approval workflow
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