Collections Reports

How to Track your Collections reports in POS?  

Autozilla POS offers a user-friendly interface that simplifies the viewing of Collections Reports. This feature enables businesses to conveniently monitor sales revenue, track customer payments, and generate reports based on specific time periods. With this functionality, businesses can effectively analyze their collection data, gain insights into financial performance, and make informed decisions to drive revenue growth.

1. Click On the icon at the Bottom Panel; by default sales summary Dashboard will be displayed. Now, if we select the Collections option, we can see some more sub-reports on the Reports page.
   

Let’s see each of the Reports one by one.

Collections Summary - Here, we can see the customer invoice, outstanding amount, and the salesperson’s Name.

1. If we click on the Collections Summary option, we will be directed to the following page.
   

          

1. We can also see the report by selecting the Sale person’s name from the Drop-down list.
   
2. And also, see the report by selecting the Customer name from the Drop-down.
   
3. We can also see the report by selecting the City from the drop-down.
   
4. We can download the report in an excel format.

Sale Persons Customer Summary - This report displays information on salespersons, invoice amounts, and due amounts, enabling businesses to monitor sales performance and outstanding payments efficiently

1. If we click on the Salesperson Customer Summary, we will be directed to the following page.
   

1. Here, we can also see the Report by selecting the Sale person’s name from the Drop down list.
   
2. We can also see the report by selecting the Customer name from the Drop down list.
   
3. Also, we can download the Report in an excel format.
   

Invoice Aging by Balance - The "Invoice Aging by Balance" report offers insights into the status of invoices based on their outstanding balances, assisting businesses in effectively managing overdue payments.

1. If we click the Invoice Aging by Balance option, we will be directed to the following page.
   

 

1. We can generate reports by selecting custom date ranges.
   
2. We can also see the Report by selecting the Customer name associated with the Vendor.
   
3. Also, we can download the Report in an Excel format.

Collection By Receipt - Here, we can see the report by Receipt Type and Receipt amount.  

1. If we click on the Collection by Receipt option, we will be directed to the below page.
   

 

1. We can also see this report by selecting the Sale person name from the Drop-down list.
   
2. Also, we can see this report by selecting the Customers name from the drop-down.
   
3. We can download this report in an Excel format.
   

Collections By Sale Person - We can see the report across the Salespersons.

1. If we click on the Collection By Sale Person option, we will be directed to the following page.
   

 

1. Here, we can see the Report by selecting the Sale person’s name from the Drop-down list.
   
2. We can also see this report by selecting the status from the Down-down list.
   
3. Also, we can download the Report in an Excel format.
   

PDC Report - The Salesperson PDC Report provides a summary of transactions involving post-dated cheques (PDCs). The accountant utilizes the cheque date to adjust the transaction amount and includes essential information such as the Reference Number, Transaction ID, Receipt amount, apply date, and clearance date. Based on these details, the accountant updates the status of each transaction as either "Pending" or "Approved." This report serves as a concise overview of PDC transactions and assists in efficiently managing and tracking their status within the system.

1. Clicking on the PDC Report option will redirect us to a subsequent page with relevant information and details.
   

 

1. We can see this Report by selecting the salesperson’s name from the Drop down list.
   
2. We can also see the report by selecting the status from the Down list
   

Customer Credit - This report briefs Customer wise Credit days VS Credited Amount and Unused Credit amount.

1. If we click on the Customer credit option, we will be directed to the following page.
   

 

1. We can see this Report by selecting the Customer name from the drop-down,
   
2. Also, we can download the Report in an Excel format.
   

Customer Ledger - This report provides a comprehensive view of customer ledgers, showing both credit and debit transactions for effective financial tracking.

 

1. We can generate reports by selecting custom date ranges.
   
2. Also, we can see this report by selecting the Customer name from the Drop-down list.

Pending receipts - The Customer-wise Pending Receipts report summarizes key details such as customer name, invoice number, paid amount, pending amount, invoice aging, and salesperson information. This report assists businesses in efficiently managing customer receipts and tracking outstanding payments.

1. If we click on the Pending Receipts option, we will be directed to the following page.
   

 

1. We can generate reports by selecting custom date ranges.
   
2. We can also see this report by selecting the Customer name from the Drop-down list.
   
3. Also, We can download this report in an excel format.

Received Payments - The Customer's Received Payment report summarizes important details, including the customer's name, transaction number, paid amount, payment mode, voucher number, and creation date. This report helps businesses track and manage customer payments efficiently.

1. If we click on the Received payments option, we will be directed to the following page.
   

 

1. We can generate reports by selecting custom date ranges.
   
2. Also, we can see this report by selecting the Customer name from the Drop-down list.
   
3. We can download this report in an excel format.

Receipt Applications - The Customer-wise Receipt Voucher report summarizes important details, including customer name, invoice number, invoice amount, adjusted amount, adjusted date, transaction number, voucher amount, voucher number, and voucher date. This report assists businesses in efficiently tracking and managing customer receipts and related voucher information.

1. If we click on the Receipt Applications option, we will be directed to the following page.
   

 

1. We can see this report by selecting the Customer name from the Drop-down list.
   
2. Here, we can see our report by choosing the date range.
   
3. We can download this report in an excel format.
   

Ledger : This report offers a comprehensive overview of customer ledgers, presenting a detailed record of sales, purchases, as well as credit and debit transactions. This information is crucial for maintaining effective financial tracking and management.

Autozilla POS streamlines collections management and financial analysis, empowering businesses to make informed decisions and enhance operations. With the Collections Reports feature, businesses of all sizes can optimize their financial health and drive improved performance.

• Related Articles

• Track Your Reports

  How to Track your Reports? Autozilla POS offers a comprehensive reporting feature that enables businesses to generate detailed reports on various operational aspects. With this functionality, users can effortlessly access valuable data on sales, ...

• Sale Reports

  How to Track your sales reports in POS? Autozilla POS offers robust tools for tracking and analyzing sales data, empowering businesses to make informed decisions. These reports assist in adjusting pricing, managing inventory, and targeting specific ...

• Purchase Reports

  How to Track your Purchase reports in POS? Autozilla POS provides a user-friendly and streamlined solution for managing purchase reports. With our software, businesses can effortlessly track and organize essential purchase records, including vendor ...

• Stock Reports Tracking

  How to Track your Stock reports in POS? The stock summary report provides a comprehensive overview of current stock levels and their corresponding value. On the other hand, the stock transaction report captures a detailed record of all transactions ...

• Analytics Report

  What are Analytics Reports in Autozilla POS? Analytical reports play a vital role in providing businesses with valuable insights into their operations. By utilizing these reports, companies gain the ability to identify trends, pinpoint potential ...