Field Payment Collections

Your field executive collects a payment. It is logged instantly with amount, mode, and receipt photo. The outstanding balance updates in real time.

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Payment Recording

Log collections during or after a visit. Capture amount, payment mode (cash, cheque, UPI), reference number, and attach a receipt photo.

  • Cash, cheque, and UPI modes
  • Receipt photo attachment
  • Reference number tracking

Outstanding Balance Tracking

See the outstanding amount per customer based on orders placed minus collections received. No more manual Excel reconciliation.

  • Auto-calculated outstandings
  • Customer-wise balance view
  • Ageing analysis

Collection Reports

Daily and periodic collection summaries by employee, customer, or territory. Track collection efficiency and overdue accounts.

  • Daily collection totals
  • Employee-wise performance
  • Overdue account flags

Frequently Asked Questions

No. Traqbit tracks field collections for operational visibility. It does not replace Tally or other accounting software for invoicing and ledger management.

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