Payments collected against field orders across all employees - in one view, with a running total.
Collections gives managers and administrators a centralized view of every payment your field team collects against orders. Filter by date, check the total amount collected, and trace any individual payment using its reference number - useful for daily reconciliation and keeping field cash and bank records accurate.
How it works, in short
A field employee collects a payment - while on the job, they record the payment against an order.
It appears in Collections - the payment shows up on the Collections page automatically, with no manual entry needed.
Managers review and reconcile - filter by date, check the total, and match payments against cash or bank records.
How to Access Collections
Log in to the Admin Panel.
Go to Field Tracking → Collections.
Date Filters
Use the From and To date filters to view collections for a specific period. Leave both dates empty to see all records.
Total Collected
Shows the total amount collected, in Indian Rupees (₹), for the records currently shown in the table. The total updates automatically when you change the date range.
Collections Table
For each payment, the table shows:
Date - when the payment was collected
Party - the customer, client, or dealer who made the payment
Amount - the amount collected, in ₹
Mode - how the payment was made, such as cash, cheque, UPI, or bank transfer
Reference - the transaction ID, cheque number, or receipt number
If no collections are found for the selected period, the page shows “No collections found” and the total shows ₹0.00. Try adjusting or clearing the date filters.
To see which employee collected a payment, open the related order record.
Tips
Use the date filters for daily, weekly, or monthly reconciliation
Compare the total collected with your cash or bank records
Use the reference number to trace a specific payment
Related Features
Orders - view the field orders linked to each collection
Clients & Sites - see client and site information
Field Finance - manage field-related finance requests
Field Employees - view field employee information
Why it helps
Every field collection is visible in one place, as soon as it’s recorded
A running total makes reconciliation quick and simple
Reference numbers make any payment easy to trace
No more relying on end-of-day calls or paper receipts to know what was collected