Record cash or a cheque collected from a customer directly from the
back office, using the full collection form.

## Before you start

- You need the **`sales:collections/create`** permission.
- To earmark the collection against a sales order, you also need the
  accounting link permission.
- If your workspace uses receipt books, and you are registering a spoiled
  paper receipt rather than a real collection, you can mark it as corrupted
  directly from this form.

## Steps

1. Open **Collections** and choose **New Collection**.
2. Pick the **customer** and the **address** the collection relates to.
3. Enter the **amount** and **method** — cash or cheque. Cheque asks for the
   cheque number and due date.
4. If needed, link the collection to a **sales order** (earmark), pick a
   **vault**, and add a **code** or note.
5. Choose **Save**. If your workspace links collections to accounting
   automatically on create, the customer's balance and the vault update
   immediately.

## What can go wrong

**The customer balance does not update after saving.** Your workspace may
require a separate step to link the collection to accounting — see [Where
collected money goes](/back-office/where-collected-money-goes/). Automatic linking on
create is a workspace setting, not the default everywhere.

**You need to log a spoiled paper receipt, not a real collection.** Use the
**Mark as corrupted** save path on this form instead of a normal save — see
[Void a paper receipt](/back-office/void-a-paper-receipt/).

## Related

- [Take a collection during a visit](/field-app/take-a-collection-during-a-visit/)
- [Raise a collection request](/back-office/raise-a-collection-request/)
- [Where collected money goes](/back-office/where-collected-money-goes/)
- [Void a paper receipt](/back-office/void-a-paper-receipt/)