Collection

Overview

The Collection tab shows all payments that have been collected (paid) or refunded across all units and projects.

What You See

Column	Description
Type	Payment type (e.g., Quarterly, Monthly, Reservation Fees).
Amount	Amount collected or refunded.
Client	Client name — clickable to open their profile.
Project	Project name.
Unit	Unit code.
Building	Building name.
Date	Payment due date.
Pay Option	Payment method used.
Collection Date	The actual date the payment was received.
Action Date	When the payment was logged in the system.
Serial	Invoice serial number. "No Invoice Yet" means the payment was collected but the invoice hasn't been generated yet.
Note	The "was [amount]" note tells you the original installment amount before any adjustment — useful when the collected amount differs from the installment (due to benefits or penalties).
Cheque	Cheque number if applicable.
Bank	Bank name if applicable.
Action	DISCARD button.

Filters

Filter	Description
Date	Filter by payment due date (From / To).
Collection Date	Filter by the actual collection date (From / To).
Action Date	Filter by when the action was taken (From / To).
Project	Filter by project.
Client	Filter by client.
Paying Option	Filter by payment method.
Payment Type	Filter by installment type.

Available Actions

Export — Export the collection list.
Print PDF — Print a PDF of the collection report.
DISCARD — Cancel/undo a collected payment and return it to the Payments tab.

Understanding the "was [amount]" Note

This note appears when the collected amount is different from the original installment amount. Example: installment was 100,000 but collected 95,000 due to a benefit — the note shows "was 100,000" so you know the original amount. You may see this same installment listed multiple times (once with the original, once with the adjusted amount) due to benefits or penalties applied.