Collection
Daily collection dashboard — see today's customers, overdue, and one-tap WhatsApp reminders. No more forgotten dues.
DigitalNation BMS — Collection
First of the month. You know nothing.
“Who do I collect from today?”
The question comes every month. You open the notebook. Check the schedule. Flip pages. Some customers are missed, some dates shifted, one said he’d pay next week.
Hours pass. Half a day gone just to figure out — who’s paying today.
And then evening comes — and you realize three customers slipped past. One was due 15 days ago. One a week ago.
Every forgotten day is a lost opportunity.
DigitalNation BMS (Business Management Software) ends this.
At 10 AM you open the dashboard. Go to Collection.
The screen shows:
- Today’s collection — who’s due, how much, when
- This week — upcoming customers
- Overdue — who’s late
- Total due — expected collection this month
- Total received — what’s come in so far
One screen. One moment. Your whole day ready.
Every installment, fully detailed
In BMS, every collection comes with:
- Customer — name, phone, photo
- Agreement number — if it’s an installment
- Installment number — which payment
- Amount due — how much to collect
- Status — today / overdue / partial
- Promised date — if the customer promised one
- Last contact — when the reminder was sent
- One-click payment — record receipt
Morning plan — ready in ten seconds.
What you can do with a collection
| Action | How |
|---|---|
| See today’s list | Automatic, by date |
| Record a payment | Cash, JazzCash, EasyPaisa, Bank |
| See overdue | Separate tab, with colors |
| Send a reminder | Auto-prepared WhatsApp message |
| Print a receipt | Thermal or A4 |
| Pick the next date | If the customer promised again |
| Record partial payment | If the full installment isn’t paid |
| Collect from home | Record payments from mobile |
Before & After BMS
| Before | With BMS |
|---|---|
| Digging through a notebook for today’s schedule | Automatic, one screen |
| “Who’s due today?” — no idea | Complete list for today |
| No overdue report | Color-coded overdue tab |
| Writing reminders by hand | One click, message prepared |
| Expected collection — guesswork | Exact number, live |
| Forgotten customers | Alerts, added to the list |
| Partial payment record — hard | Automatic, remaining on schedule |
| Field collection — recorded later | Record instantly from mobile |
Same customers. Same installments. Just a clean day, full till.
DigitalNation Support — when collection gets messy
Sometimes a customer paid but you were away. Sometimes the amount was entered wrong. Sometimes one installment was entered twice.
Don’t worry. DigitalNation Support is with you:
- Verify the payment
- Correct the wrong entry
- Restore balance through reversal
- Via WhatsApp or call, quickly
We never change your data silently. Every correction is dated and logged.
The morning routine — a 10-minute job
Step 1: Go to Installments → Collection from the dashboard
Location: /vendor/installments/collection
Capture: Today's list, this week, overdue, total due
Step 2: Look at today’s list:
- Every customer shows — name, installment, amount, phone
- Color-coded — due (blue), overdue (red)
Step 3: Call or WhatsApp the customer → click “Reminder”
Step 4: When the customer arrives or pays → “Record Payment”
Highlight: Customer name, amount due, payment method
Step 5: Details:
- Amount — received (full or partial)
- Method — Cash / JazzCash / EasyPaisa / Bank
- Transaction ID — for non-cash
- Receipt — optional
- Notes — anything specific
Step 6: Click “Save” — receipt auto-prints or PDF-ready
Done! Customer’s installment recorded, schedule updated, remaining auto-calculated.
Tracking overdue
Step 1: Go to Collection → “Overdue” tab
Step 2: Each customer shows:
| Field | Meaning |
|---|---|
| Customer | Name, phone, photo |
| Installments late | 1, 2, 3… |
| Total due | All overdue installments |
| Last payment | When they last paid |
| Last contact | When a reminder was sent |
| CTA | “Send reminder” |
Location: /vendor/installments/collection → Overdue
Highlight: Late customers, total amount, color coding
💡 Pro tip: Check the overdue report on the 1st of every month. Early reminders — the best recovery method.
Field collection — from mobile
When: You visited the customer, they paid, but you forgot to record it.
Solution: BMS works on mobile too.
- Open mobile browser
- Go to
app.digitalnation.com.pk - Open Installments → Collection
- Select customer → “Record Payment”
- Amount, method, confirm → save
Location: Mobile browser, /vendor/installments/collection
Highlight: Mobile-optimized layout
Right there, instantly. No forgetting once you’re home.
Partial payment — how it works
When: The customer didn’t pay the full installment, paid some.
How:
- Select the customer → “Record Payment”
- Enter the partial amount (not the full)
- System shows the remaining amount automatically
- Click “Save”
After this:
- Remaining amount stays due on this installment
- The customer won’t move to overdue (unless the schedule date passes)
- When they pay the rest — use “Record Payment” again
Highlight: Partial amount, remaining calculation
💡 Pro tip: Record partial payments against the same installment — don’t create a new one. Keeps accounts clean.
Promised date — if the customer promises again
When: The customer can’t pay today, but says “I’ll pay next week.”
How:
- Select the customer → “Set Promised Date”
- Pick the date
- Notes — “coming Thursday”
- Click “Save”
After this:
- The customer drops off the overdue list until the promised date
- On that date, they reappear automatically
- You get an alert
Highlight: Date picker, notes field
Reminders — auto-prepared messages
Step 1: Select the customer → “Send Reminder”
Step 2: The message is auto-prepared:
- Customer’s name
- Agreement number
- Installment number
- Amount due
- Date
Step 3: You can edit it — change the tone
Step 4: Click “Send” → WhatsApp opens
Highlight: Auto-generated message, send button
💡 Pro tip: Send reminders after 10 AM. Customers check their phones then, and reply faster.
Receipts — print and PDF
Print options:
- Thermal print — 80mm counter printer, instant receipt
- A4 print — full detail
- PDF download — save or email
What’s on the receipt:
- Customer’s name and phone
- Agreement number
- Installment number
- Amount received
- Remaining balance
- Next installment date
- Your business details
- DigitalNation branding
Highlight: Full receipt, print and PDF buttons
Search & filters
Search bar: Customer name, phone, agreement number, receipt number
Filters:
- Status — Today / This Week / This Month / Overdue / Completed
- Customer — collections for one specific customer
- Date range — Today / Custom
Highlight: Filter panel, date range
Frequently asked questions
Will a partial payment push the customer into overdue?
No. If you record a partial payment, the system applies it to the same installment. The remaining amount is carried forward or stays due on this installment — depending on your settings.
Can I record payments from mobile?
Yes. BMS works fully on mobile browsers. From home, from the counter, from anywhere.
How are auto-reminders sent?
BMS prepares the message (with name, amount, date), but sending requires your confirmation. You can also edit before sending.
Can the system send WhatsApp reminders automatically?
Automatic sending is not available currently. You need to click “Send Reminder” — then WhatsApp opens. This keeps your number protected and prevents wrong messages.
What if the customer shows up a month late?
No problem. However many installments are due, all are recorded. The system auto-applies FIFO (oldest first).
Can I generate a separate overdue report?
Yes. The overdue tab has a full list — color-coded (1-30 days, 31-60 days, 60+ days).
Can I send receipts via WhatsApp?
Yes. Build the receipt PDF → click “WhatsApp” → customer’s number → message ready.
Important notes
💡 Check every morning Look at the collection list every day at 10 AM. Your day plans itself, nothing gets forgotten.
💡 Record payments immediately If the customer is paying, record it right away. “Later” means you’ll forget.
💡 Write down promised dates If the customer promises again — write the date. You won’t forget.
💡 Hand the customer a receipt Even a small receipt looks professional. The customer has proof.
💡 Don’t be soft on overdue If it’s over 30 days late, send a reminder. Being soft hurts your business.
💡 Record from mobile immediately From home, on the road, from anywhere — record from mobile. Never forget a payment.
Flow
10 AM ← Open Collection dashboard
↓
Today's list → Send reminders → Customer arrives
↓
Record payment ← Print receipt ← Schedule updates
↓
If partial → Remaining stays on this installment
↓
If overdue → Set promised date
↓
Result: A clean daily routine, no customer forgotten,
no installment left behind, complete collection.
Related sections
- Installments — Complete agreement management
- Customers — Full profiles for installment customers
- Reports — Collection reports and overdue summary
Next: Returns — Complete customer return management