View Payment Plan, Collection History, & Ledger

Modified on Mon, 30 Oct, 2023 at 3:25 PM

Navigate to:

1. Steps To View Payment Plan, Collection History, & Ledger

2. Payments Tab

3. Downloading Payment Plan, Collection History, Or Ledger

4. Payment Plan

5. Collection History

5.1. Accessing Receipt ID

5.2. View Collection Attachment

5.3. Editing/Updating Collection

6. Ledger

1. Steps to View Payment Plan, Collection History, & Ledger

I. Login to the Post Sales panel.

II. Go to the All Bookings tab.

III. Scroll down to the respective booking card.

III. Click on the booking card. The booking details bar will open on the left side. Now, you can tap on the 'View Payments' or 'View Collection History' in the payment info.

IV. You will be redirected to the Payments page showing the Payment Plan, Collection History, & Ledger for the selected booking.

2. Payments Tab

3. Downloading Payment Plan, Collection History, Or Ledger

4. Payment Plan

Payment plans are aggregations of the milestones which generally sum up to the total agreement value of the booking.

5. Collection History

Once the unit is sold, the customer needs to pay the total sale price & interest (if any) during the payment schedule in multiple tranches as per the applicable payment plan.

5.1. Accessing Receipt ID

I. Access Payments Tab as shown in Section 1.

II. Go to the Collection History section.

III. Click on the respective Receipt ID to check the receipt for the particular collection.

IV. The generated receipt will open. You can share the receipt over email, print, or download the receipt to share it with the client.

5.2. View Collection Attachment

I. Access Payments Tab as shown in Section 1.

II. Go to the Collection History section.

III. Navigate to the Attachment column.

IV. Click on the respective attachment to view or download it.

5.3. Editing/Updating Collection

I. Access Payments Tab as shown in Section 1.

II. Go to the Collection History section.

III. Navigate to the Last column & click on the Pencil icon against the respective collection that you want to edit.

IV. Update the collection details & click on the Save Collection button.

Things to know before editing any collection:

- Only pending and rejected collections can be edited

- Editing & saving the collection will create a new collection and the old collection will be marked as inactive.

- Inactive collection can not be approved/rejected.

- Inactive collections can be viewed in the collection's history.

- Any collection can be deleted.

- RM needs to add a note while deleting any collection.

- If the approved collection is deleted, the existing entry in the ledger will be modified.

Fields that you can edit once the collection is edited:

- Interest amount

- Payment type (Self or bank loan)

- Receipt date

- Payment/instrument date

- IFSC code

6. Ledger

This section will show the entries of all the payments/transactions in the customer account just like any bank account statement.

Note:

- The date will be the payment received date in the builder’s bank account in case of payment received and not the payment date mentioned by the client.

- Interest charged and interest waived off will be the last 2 rows and will be loaded every time a ledger is requested.

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