Collects: Viewing and Management

The Collects section allows you to view, organize, and manage all your transactions in real time.

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Overview of Collects

Collects are automatically classified into three categories:

• All: all recorded transactions

• Successful: collects completed successfully

• Pending: collects created but not yet paid

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Create a New Collect

To manually record a transaction:

1- Click on “Add a Collect.”

2- Fill in the required fields:

• Client (select from registered clients)

• Amount to collect

• Currency

• Description (optional)

3- Click “Add” to confirm.

Once added, the collect appears with the “Pending” status.

You can then generate a payment link for this collect and send it to the client: How to generate a payment link

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View Existing Collects

To access your recorded transactions:

1- Click on “Collects” in the main menu.

2- A list of all collects is displayed, showing:

• Amount

• Client’s name

• Status

• Creation date

A quick overview lets you identify collects to follow up on or analyze.

Edit or Delete a Collect

For a pending collect, you can:

• Click “Edit details” to adjust fields (amount, description, etc.)

• Click “Delete” to remove it permanently

Once a collect is paid or failed, it can no longer be modified.

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Filters and Export

Use smart filters to sort your collects by:

• ID

• Reference

• Amount

• Status

• Payment method

You can also export your collects in CSV format for accounting use or analysis in Excel.