Daily Routine
This section explains the normal daily steps that a collector follows when using the Mobile Collection POS (MPOS) for field collection.
1. Open Registry
Overview
The Open Registry function is the first step before the collector starts using MPOS for the day.
It is accessed from the Setting page and prepares the device for daily collection use.
Purpose
The purpose of Open Registry is to officially start the collector’s daily transaction session in MPOS.
This step confirms that the collector is ready to begin downloading SOAs and recording collections for the day.
1.1 Change Fund Amount
After opening the registry, the system asks the collector to enter the Change Fund Amount.
This is the starting cash on hand that may be used for giving change during collection.
Purpose
The purpose of this step is to record the collector’s beginning cash fund for the day.
This helps with daily tracking and reconciliation of cash collections.
2. Download SOA
Overview
The Download SOA function is used to get the list of customer SOAs and invoices due for collection for the day.
The collector can access this by tapping the “Download SOA” button at the upper-right side of the Collection screen.
Purpose
The purpose of this function is to load the day’s collection records into MPOS so the collector can begin field collection.
2.1 View Downloaded SOA List
Overview
After the download is completed, the Collection screen will display the list of customer SOAs available for collection.
Each entry shows important customer and account details needed by the collector.
Purpose
The purpose of this screen is to give the collector a clear list of the customer accounts due for collection for the day.
3. View SOA Details and Invoices
Overview
When the collector taps a customer name or SOA entry, the system opens the SOA Details page.
This page shows the customer details and the invoices under that specific SOA.
Purpose
The purpose of this page is to help the collector review the customer account before receiving payment.
It gives a clearer view of the customer information and the invoice records linked to that SOA.
3.2 SOA Invoices
Overview
Inside SOA Details, the Current Invoices section shows the invoice status using color labels.
This makes it easier for the collector to quickly identify which invoices still need payment and which have already been settled.
Purpose
The purpose of this section is to help the collector easily review the payment status of each invoice before collecting payment.
Notes
The invoice colors mean:
Red = Unpaid
Green = Paid
Orange = Has Balance
This color guide helps the collector quickly understand the status of each invoice.
4. Select Invoices for Payment
Overview
To collect payment, the collector can select one or more invoices by checking the box labeled “For Payment.”
The system allows multiple invoice selections, which means the collector may receive payment for multiple months in one transaction.
Purpose
The purpose of this step is to mark which invoices will be included in the payment transaction.
Notes
The collector may collect full payment or partial payment, depending on the customer’s payment.
Once the invoices are selected, the Pay Now button at the bottom updates with the total amount to be collected.
4.1 Enter Payment Details
Overview
After tapping Pay Now, the screen automatically moves to the payment tender section.
This is where the collector enters the payment details for the transaction.
Purpose
The purpose of this section is to record the payment information received from the customer.
Key Functions
Select Mode of Payment
Select Payment Type
Enter Reference details, if needed
Enter Manual O.R. #
Review Full Payment Amount
Review Total Amount Due
Enter Amount Received
Review computed Change
Enter remarks, if needed
Confirm payment by tapping Pay Now
Notes
The collector manually enters the payment details based on the actual transaction.
Make sure the Amount Received and Manual O.R. # are entered correctly before saving the payment.
The system automatically computes the Change based on the amount entered.
5. View Collected Payments and Upload Payments
Overview
After payment is recorded, the transaction will appear in the Payments or Transactions list.
This screen shows the saved collection records and gives the collector the option to reprint receipts, void transactions if needed, and upload payments.
Purpose
The purpose of this screen is to let the collector review all completed collection transactions for the day before syncing them.
Notes
After tapping Upload Payments, the collection records will be synced to the Admin Portal.
Once successfully uploaded, the transaction color changes from orange to blue as an indication that the payment has been uploaded successfully.
Always review the transactions first before uploading.
Recommended Daily Flow
Below is the normal daily collector process in MPOS:
Open Setting
Tap Open Registry
Enter the Change Fund Amount
Go to Collection
Tap Download SOA
Review the downloaded customer SOA list
Open a customer record to view SOA details and invoices
Select the invoice or invoices For Payment
Tap Pay Now
Enter payment details and save the transaction
Review the saved payment in the Transactions list
Reprint or void if necessary
Tap Upload Payments to sync the completed collections
Common Questions
1. What should I do first before downloading SOAs? You should first Open Registry and enter the Change Fund Amount.
2. Where can I download the daily SOA list? You can tap the Download SOA button at the upper-right side of the Collection screen.
3. What information can I see in the downloaded SOA list? You can see the customer name, SOA number, due date, due amount, and location address.
4. What do the invoice colors mean? Red means unpaid, Green means paid, and Orange means the invoice still has a remaining balance.
5. Can I collect payment for multiple months at the same time? Yes. You can select multiple invoices marked For Payment and collect them in one transaction.
6. What happens after I tap Pay Now? The system moves to the payment section where you enter the payment details, amount received, and manual O.R. number.
7. Can I reprint a receipt after saving a payment? Yes. Saved transactions in the payment list can be reprinted.
8. What does it mean if the payment color changes from orange to blue? It means the payment has already been uploaded successfully to the Admin Portal.
9. When should I tap Upload Payments? You should tap Upload Payments after reviewing all saved collection transactions and before final submission of the day’s collections.
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