User Manual

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 ====== Collection ======

 ===== Step 1: Create New Collection =====
    * Go to **Collection** menu
    * Click on **Create new** button


 ===== Step 2: Provide the Collection Detail =====
    * In the **General** tab, click on the **Edit** button
    * This will open a popup for providing information
    * Select the **customer** that is paying
    * After **customer** is selected, system will automatically show the **outstanding amount** in the popup
    * Provide the following details:
      * **Voucher Date**: The actual date when the payment was made
      * Amount **Paid** and in which **currency**
      * Payment Mode: Cash, Credit Card, Cheque
      * Payment Detail: **Provide the cheque number** if the payment was made by cheque
      * **Charge Type** and Charge Percent: If there are bank charges applicable then select Visa, Master, Amex or select "No Charge", system will automatically calculate the charge amount, based on the charge percentage.
    * Click **Confirm** button on the popup

 ===== Step 3: Which transactions to adjust =====

System will automatically adjust and close the oldest transaction first.

If you want, you can control and choose the order in which the transactions will be adjusted.

  * Go to the tab called "Transactions"
  * This will list all the outstanding transactions
  * Oldest will be on top and it will be adjusted first
  * **Drag** the transaction that you want to adjust first and bring it to the top
  * **Repeat the step** to adjust as per your preference

If the transaction and payment are in **different currency**, then System will **automatically convert** as per the exchange rate and adjust accordingly

 ===== Step 4: Review and Save =====

After all the data is provided, **review the details**, review the order in which transactions are adjusted.

Then click **Save** button on the top


 ===== Step 5: Modify or Delete the Collection =====
If collection entry is incorrect, you can modify it or delete it.

System will automatically revert back the transactions that were adjusted.

**To modify the collection**
  * Go to the **Collection** menu
  * **Search** for the collection by customer name, or date, or collection id
  * **Open** the collection
  * **Make the changes** following the same steps as while creating the new collection
  * And click **Save** button

**To delete the collection**
  * Go to the **Collection** menu
  * **Search** for the collection by customer name, or date, or collection id
  * **Open** the collection
  * And click **Delete** button
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