Adding Collections

Navigate to:

1. Overview

2. Adding Collection From Booking Card

3. Adding Collection From Payment Info

1. Overview

The customer needs to pay the total amount and interest (if any) as per the payments scheduled in the payment plan after the sale of the unit. Customers can pay these amounts with various methods (NEFT, Cheque, Card, etc.) and share the details with the relationship manager.

Once the payment is received, the post sales team can add the collection to the system for the respective booking by the 'Add Collection' option. During this process, the Post Sales team will get the option to add all the payment details such as:

- Payment type

- Payment mode

- Receiver account

- Receipt & payment dates

- Total amount

- Payment details

- Payment description

- Notes by RM

- Options to upload documents for proof

2. Adding Collection From Booking Card

I. Login to the Post Sales Panel & then navigate to the 'All Bookings' page.

II. Scroll down to the respective booking card.

III. Click on the 'Add New' option under the collection tab in the booking card.

IV. A New Collection Form will open.

V. Add all the respective details & click on the 'Save Collection' button.

3. Adding Collection From Payment Info

I. Login to the Post Sales Panel.

II. Scroll down to the respective booking card.

III. Click on the booking card. The booking details bar will open on the left side. Click on the 'Add Collection' option.

IV. A New Collection Form will open.

V. Add all the respective details & click on the 'Save Collection' button.

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