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Desktop

Payment In (Collections)

Menu Sales → Payment In (`/invoice/collections`). Record collections with party, cash/bank account, amount, and optional linked sales invoices. Also open Collection Slip from a Sales Invoice, or Collection from Party / Cash / Bank history.

Entry points

Collect from Party, Cash & Bank

The same Collection Slip is available from Party Transaction Details, Cash history, and Bank history — so you can receive money in context of the customer or the account. Party also supports remittance-related vouchers from New Transaction.

From Party Transaction Details

  • Open Party → row → Transaction Details
  • New Transaction → Collection (or Add Payment/Collection as shown)
  • Party is prefilled; select invoices, Collection Point, Date, Received Amount
  • Use Remittance from the same New Transaction menu when posting remittance-related vouchers for that contact

Product screenshot coming soon

Party ledger is ideal when you know who paid and want open invoices for that customer only.

From Cash & Bank history

  • Cash card/history → Collection or New Transaction → Collection
  • Bank Account Transaction Details → New Transaction → Collection
  • Cash/Bank account is often readonly (the ledger you opened from)
  • Pick Party and optional invoices — same Create Collection Slip fields

Product screenshot coming soon

Account-first entry suits tellers who open the Cash or Bank book and post receipts into that account.

Pick the right entry point

I

From invoice

Best when settling one known Sales Invoice from its view.

P

From Party

Best when the customer remits against several open bills.

C

From Cash/Bank

Best when posting into a specific till or bank account.

L

From Payment In

Best as the Sales menu hub at /invoice/collections.

Tip

All paths create the same Collection Slip model. Prefer linking invoices so Sales Invoice Collection and Dashboard To Collect stay accurate.

Frequently asked

Is Remittance the same as Collection?+

Remittance is a related party voucher from Party → New Transaction for remittance-style posts. Day-to-day invoice receipts use Collection / Payment In.

Will Cash collection show under Payment In?+

Yes — collections are the same slip whether started from Cash, Bank, Party, invoice, or Sales → Payment In.

Where do I manage accounts?+

Create and balance accounts under Cash and Bank before posting collections.

Related features

Create

Create Collection (Payment In)

New Collection opens Create Collection Slip — pick the party, Collection Point (Petty Cash or Bank), Receipt/Document No., Date, Received Amount, account, optional invoice link, and Description.

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Entry points

Collection Slip from Sales Invoice

From an Approved Sales Invoice view, open Collection Slip to receive payment against that invoice — the same Payment In voucher, prefilled with party and invoice remaining balance.

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Overview

What is Payment In (Collections)?

Payment In (Collections) records money received from customers — against Sales Invoices or as a general receipt — into Petty Cash or Bank. It is the collection step after you bill on Sales Invoice.

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Ready to try Collect from Party, Cash & Bank?

Jump into Billoxy and see it in action on your own data.

Open Payment In