Sales Collections Report

Summary

The Sales Collections Report is a great tool for managing all the payments collected from customers by sales representatives. This report serves two vital purposes:

1. Displaying all of the payments collected from customers by sales representatives.
2. Batch applying these payments to customer accounts.

This report is beneficial because the FieldRoutes mobile applications will not apply payments to customer accounts. Once a sales user reports collecting a payment from a customer in the mobile application, an office user can ensure that payment was delivered to the office and apply the payment to the customer’s account with this report.

Accessing the Sales Collections Report

To access the Sales Collections Report, go to:

Reporting > Office Reporting > Sales Collection

Filtering the Sales Collections Report

To filter the Sales Collections Report, toggle these filters.

• Start and End Dates: Limit results between specific dates in the Sales Collections Report.
• Include $0 Collected: Include results where zero revenue was collected in the Sales Collections Report.

Select Refresh to run the report.

Viewing the Sales Collections Report’s Data Columns

The Sales Collection report can display several data columns.

• PaymentID: The payment ID will display as “0” if the payment has not been processed yet. Once the batch payment is applied, this column will show the payment’s unique identification number.
• Sales Rep: Shows the sales user that sold the customer account.
• CustomerID: Displays the customer’s ID.
• Customer: View the customer’s first and last name.
• Collections Date: Displays the date the payment was collected by the sales user.
• Amount: Shows the total amount of the payment the sales user collected.
• Method: Shows the type of payment method that the sales user collected.
• Check Number: Shows the check number (if applicable) the sales user reported collecting.
• Current Customer Balance: View the current balance on the customer’s account.
• Apply Payments: Shows the amount the payment applied will be when Batch Apply Payments is selected.

Exporting a Sales Collection Report

To export a Sales Collection Report as a CSV File, select Export to CSV.

Batch Apply Payments in the Sales Collections Report

One function of this report grants the ability to batch apply sales collected payments to customer accounts. This is useful since the mobile applications do not currently provide the ability to automatically apply payments to customer accounts.

1. Select which payments should be applied by toggling them on or off in the Apply Payments column.
2. Select Batch Apply Payments. A message will appear, prompting the user to batch-apply payments.