# Payment Collection Target

<p class="doc-lead">Payment Collection Target defines employee collection targets and commission bands for a year and month range. Results appear in the <a href="#/sales/reports/collection-commision">Collection Commission Report</a>.</p>

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<p class="doc-toc-title">On this page</p>
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<div class="doc-toc-links">
<a href="#/sales/payment-collection-target?id=overview">Overview</a>
<a href="#/sales/payment-collection-target?id=fields">Fields</a>
<a href="#/sales/payment-collection-target?id=how-it-works">How It Works</a>
<a href="#/sales/payment-collection-target?id=actions">Actions</a>
<a href="#/sales/payment-collection-target?id=faq">FAQ</a>
<a href="#/sales/payment-collection-target?id=related">Related</a>
</div>
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<h2 id="overview">Overview &amp; List View</h2>

Go to <b>Sales → Settings → Payment Collection Targets</b> from the left menu.

<b>List columns</b>

| **Column** | **Description** |
|------------|-----------------|
| Year | Target year. |
| From Month | Start month of the collection period. |
| To Month | End month of the collection period. |
| Employees | Employees covered by this target. |
| Calculation Method | How collection commission is calculated. |
| Status | Active or Suspended. |

<b>Quick filter tabs</b>

| **Tab** | **Shows** |
|---------|-----------|
| Active | Active collection targets (default). |
| Suspended | Suspended targets. |

<b>Advanced filters</b>

| **Filter** | **Description** |
|------------|-----------------|
| Status | Active or Suspended. |
| Created Date | Date the target was created. |

<b>List row actions</b>

| **Action** | **Description** |
|------------|-----------------|
| View | Opens read-only target details. |
| Edit | Opens the edit form. |
| Delete | Removes the target. |

<b>New Payment Collection Target</b>

<img src="sales/images/paymentcollectiontarget.webp" alt="Payment Collection Target" loading="lazy">

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<h2 id="fields">Fields</h2>

<h3>Basic</h3>

| **Field** | **Description** |
|-----------|-----------------|
| Year * | Calendar year for the collection target scheme. |
| From Month * / To Month * | Inclusive month range within the year. |
| Calculation Period | <b>Month</b>, <b>Week</b>, <b>Quarter</b>, <b>6 Month</b>, or <b>Year</b> — how collections are aggregated in the commission report. Set band Min/Max for the same period size. |
| Calculation Method | <b>Percentage</b> or <b>Value</b> — how commission is expressed on matching bands. |
| Employees * | One or more employees whose collections are measured. |

<h3>Collection Commision (bands)</h3>

| **Column** | **Description** |
|------------|-----------------|
| Customer Group | Optional. Limit band to collections from customers in this group. |
| Min Value / Max Value | Collection amount range for this band. |
| Percentage | Commission % on collections in range when method is Percentage. |
| Amount | Fixed commission when method is Value. |

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<h2 id="how-it-works">How It Works</h2>

<ol>
<li>Receipt vouchers and collection entries attributed to each employee are summed by <b>Calculation Period</b> (month, week, quarter, 6 month, or year) within the configured month range.</li>
<li>Each <b>Collection Commision</b> band matches collections whose total falls between Min Value and Max Value, optionally filtered by customer group.</li>
<li>Commission is calculated as a <b>Percentage</b> of collected amount or a fixed <b>Value</b> per band, depending on <b>Calculation Method</b>.</li>
<li>Run <a href="#/sales/reports/collection-commision">Collection Commission Report</a> for the matching calculation period to view totals, band achievement, and commission per employee (summary or detailed voucher list).</li>
</ol>

<p><b>Connected reports:</b></p>

<ul>
<li><a href="#/sales/reports/collection-commision">Collection Commission Report</a></li>
<li><a href="#/sales/reports/collection-report">Collection Report</a></li>
<li><a href="#/sales/reports/customer-outstanding">Customer Outstanding Statement</a></li>
</ul>

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<h2 id="actions">Actions</h2>

<b>List header:</b> <b>New</b>

| **Action** | **Description** |
|------------|-----------------|
| Edit | Opens the collection target form |
| Delete | Removes the scheme |
| View | Opens read-only detail |

<b>Form buttons:</b> <b>Save</b> / <b>Update</b>, <b>Reset</b>, <b>Cancel</b>

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<h2 id="faq">FAQ</h2>

<b>What collections count toward the target?</b><br>
Receipt vouchers and payment collections attributed to the employee in the selected period, as defined in the Collection Commission report logic.

<b>How is this different from Sale Target?</b><br>
Sale Target measures sales achievement (quantity, value, or sale price). Payment Collection Target measures money collected from customers.

<b>How do I run the commission report?</b><br>
Open <a href="#/sales/reports/collection-commision">Collection Commission</a> and select the same calculation period (and year/month, week, quarter, 6 month, or year as applicable) and employee as the target scheme.

<b>Can one employee have overlapping collection schemes?</b><br>
Avoid overlapping year/month ranges for the same employee. The commission report applies the scheme configured for the selected period.

<b>Do PDC cheques count as collected?</b><br>
Collections follow receipt voucher posting in the period. Confirm with your finance team whether uncleared PDC is included in your commission policy before relying on the report for payroll.

<b>What if collections are attributed to the wrong employee?</b><br>
Correct the employee on the receipt voucher or sale invoice before running the commission report for that period.

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<h2 id="related">Related Topics</h2>

<ul>
<li><a href="#/sales/reports/collection-commision">Collection Commission Report</a></li>
<li><a href="#/sales/sale-target">Sale Target</a></li>
<li><a href="#/sales/sale-settings">Sale Settings hub</a></li>
</ul>