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.
Key Takeaways
  • Create and manage your collects manually or automatically.
  • Monitor the progress of your transactions in real time.
  • Customize your analysis using filters and CSV exports.