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Take a collection during a visit

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Record cash or a cheque you collect from a customer while you are with them. The collection is created in one step and linked to the customer and the address you collected it at.

Before you start

  • You need the sales:collections/create permission.
  • Your workspace may require you to be at the customer’s location to collect — if location verification is on, the app checks your position against the customer’s address.

Steps

  1. Open the quick-add menu and choose New Collection (or start from the customer in your agenda).
  2. The customer is preset from the visit. Choose the address you are collecting at.
  3. Enter the amount and the method — cash or cheque. Cheque asks for the cheque number and due date.
  4. Optionally pick a vault and add a code or note.
  5. Choose Save. A “Collection created successfully” confirmation appears and links to the new collection.

What can go wrong

“Too far from the customer location.” Your workspace requires you to be near the customer’s address to collect. Move closer and try again, or use the bypass option if your workspace allows one.

“Low location accuracy.” Your device could not get a precise enough position. Try again in an area with a better signal, or wait for GPS to settle.

“Customer location is not set and location verification is required.” The customer’s address has no map location, so your position cannot be checked. Ask your administrator to add one, or use the bypass option if offered.

No prompt at all, and Save just proceeds. On web, when your browser cannot get a device location, the app shows a warning banner but does not block you — Save goes through without an extra confirmation.