Customer collection
Record received amount, method, account, narration and date against outstanding or advance.
Payments and accounts | Product guide
Collect customer money, pay suppliers, use cash, UPI or bank accounts, allocate credit and print or share payment receipts.
What you can do
Supplier payment
Record payments against payable balances while accounting for supplier return credit.
Payment accounts
Create bank and UPI accounts in Settings and choose them during transactions.
Receipts and reports
Generate printable/shareable receipts and review Payment Report, Cash & Bank Book and party activity.
Step-by-step
Record money on the correct party and method so ledgers and cash/bank reports reconcile.
Configure accounts once
Open Settings → Payment Accounts and add the bank and UPI accounts used by the shop.
Open the party payment flow
From a customer choose Collect Payment; from a supplier choose Record Payment.
Enter amount, date and method
Choose cash, UPI, bank or another supported method. Select the matching saved account and add narration when useful.
Review allocation
Check how outstanding, advance or return credit is applied, then submit.
Save or share the receipt
After success, print or share the generated payment receipt and verify the updated party balance.
When to use it
- Collecting partial farmer udhari
- Recording distributor payment
- Separating cash, bank and UPI movement in reports
Tips
- Use the actual transaction date, especially when entering older payments.
- Select the specific bank or UPI account so Cash & Bank Book remains useful.
Common mistakes
- Recording customer money as a supplier payment or vice versa.
- Entering a payment twice after a slow network response.
Frequently asked questions
Where do I add a UPI ID?
Open Settings → Payment Accounts. Invoice display UPI can also be selected in invoice customization.
Can I see all payment methods together?
Yes. Use Payment Report or Cash & Bank Book and select All.