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Payment Collection

This module is used to manage payment collection entries.

Features​

  • Payment Collection Recording: Record payments collected from clients with amount, payment mode, and proof attachments
  • Verification and Approval Workflow: Payments go through pending, verified, approved, or rejected stages
  • Reports: Status summary, collector performance, and payment mode analysis
  • Payment Modes: Supports cash, cheque, bank transfer, UPI, and card payments

Requirements​

  • Open Core Business Suite (Base System)

Installation​

Enable via Admin Panel​

  1. Log in as administrator
  2. Navigate to Settings > Addons
  3. Find Payment Collection and click Enable
  4. Run migrations if prompted

Enable via Command Line​

php artisan module:enable PaymentCollection
php artisan migrate

Usage​

Recording Payments​

Navigate to Payment Collection > All Collections to manage payments:

  • Record payment collections with amount, payment mode, and collection date
  • Associate payments with employees and clients
  • Attach proof documents (configurable requirement)
  • Add reference numbers and notes

Verification and Approval Workflow​

Payments follow a multi-step workflow:

  • Pending: Initial status after collection
  • Verified: Manager verifies the payment with optional remarks
  • Approved: Admin approves the verified payment with optional remarks
  • Rejected: Payment can be rejected at verification or approval stage with a required reason

Reports​

Navigate to Payment Collection > Reports for analytics:

  • Status Summary: Overview of collections by status (pending, verified, approved, rejected) with daily breakdown, amounts, and percentages
  • Collector Performance: Employee-level collection statistics including total collections, approved amounts, and approval rates with top performer rankings
  • Payment Mode Analysis: Breakdown of collections by payment mode (cash, cheque, bank transfer, UPI, card) with amounts and percentages

Configuration​

Access module settings at Payment Collection > Settings to configure:

  • Default Payment Mode: The default payment mode for new collections (cash, cheque, bank transfer, UPI, card)
  • Default Status After Collection: The initial status for newly recorded payments (pending, verified, approved)
  • Require Proof Attachment: Whether proof attachments are mandatory for all payment collections

Changelog: View version history

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