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Collection and Payments

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Overview

The Collection and Payments module is used by cashiers and office managers to monitor the payment transactions collected by field collectors.

This module provides a view of collection totals, synced payments, VAT amounts, voided payments, and the transaction processing status. It is a key monitoring tool for reviewing daily collection activity.

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Purpose

The purpose of this module is to help office users review, validate, and monitor payments collected through MPOS.

It supports daily payment checking, approval workflows, reconciliation, and confirmation that collected payments have been properly synced into the system.

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Key Functions

  • Monitor collected payment transactions

  • Review payment details and transaction information

  • Filter records by date and collector

  • Check transaction status such as Pending, Approved, Processing, Completed, or Failed

  • Review total active collection, synced payments, VAT amount, and voided payments

  • Support approval and payment validation processes

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When to Use

Use this module when:

  • reviewing payments submitted by collectors

  • checking daily collection results

  • validating payment details before approval

  • monitoring synced and unsynced payment transactions

  • reconciling collection totals at the end of the day

  • checking for failed or voided transactions

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Common Questions

1. Who usually uses this module? This module is commonly used by cashiers, office managers, and admin users who monitor and validate collection payments.

2. What can be monitored here? Users can monitor collected payments, transaction status, synced payments, VAT, and voided transactions.

3. Why is this module important? It helps the office team confirm that collection transactions are properly recorded, reviewed, and ready for approval or reconciliation.

4. What does Completed status mean? It means the payment transaction has already gone through the required process and is recorded successfully in the system.

5. What should I do if a payment is not appearing correctly? Check the transaction status, collector filter, payment date, and sync result. If needed, compare the record with the MPOS transaction and supporting reports.

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