# Customer Wise Collection
Customer-consolidated collection for a period — cash sales, receipt vouchers, cleared cheques, discounts, and other income in one row per customer.
Overview
Go to Sales → Reports → Customer Wise Collection.
Report title in ERP: Customer Wise Collection Report
What it shows. The same collection sources as Bill Wise Collection, summed by customer: cash sales, receipt vouchers, cleared cheques, adjustments/discounts, other income, and total collection. Cash Account is not shown — one customer can collect into several cash or bank accounts.
When to use it. Use for monthly or period collection review by customer, and click a customer to open the bill-level detail in a modal.
Use Cases
- Collections team — How much did each customer pay this month? Run for the month and sort by Total Collection.
- Accounts team — How much of the period came from receipt vouchers vs cheques vs cash sales? Compare the column totals.
- Finance manager — What is other income (custom receipts) by customer? Use the Other Income column.
- Sales manager — Drill from a customer total into the individual bills and vouchers. Click the customer name.
Filters
Date, Employee, PayMode (All, Cash, Bank, Digital Wallet), Time Offset. Advanced Filter: Customer, Customer Group, FormType, Branch, Route, State / Province.
Same filters and 6-month date limit as Bill Wise Collection.
Columns
| **Column** | **Description** |
|------------|-----------------|
| SL No | Row number. |
| Customer Code | Customer `partyCode`. Click to open Bill Wise Collection for that customer. |
| Customer Name | Customer name. Click to open Bill Wise Collection for that customer. |
| Cash Sale | Cash, bank, or wallet sale invoices. |
| Receipt Voucher | Receipt vouchers applied to sale invoices (not cheque or PDC). |
| Cheque | Cheques cleared in the period (by cleared date). |
| Adjustments/ Discounts(-) | Cash discounts and adjustments on collections. |
| Other Income | Custom receipt vouchers from the customer, not tied to a sale invoice. |
| Total Collection | Cash Sale + Receipt Voucher + Cheque − Discounts + Other Income. |
Collected PDC & Open Cheques
Cheques received in the period that are still In Hand, Issued, or PDC. Grouped by customer with separate PDC and Open amounts. These amounts are not in Total Collection.
Actions
- Generate — run the report for the selected filters
- Export — export to Excel
- Print — print the report
- Advanced Filter — open additional filter fields
- clear — reset active advanced filters
- Click customer code or name — open Bill Wise Collection in a modal
FAQ
Why is there no Cash Account column?
A customer can collect into more than one cash or bank account. The bill-level report still shows Cash Account on each row.
How is this different from Bill Wise Collection?
This report is one row per customer. Bill Wise Collection is one row per bill or voucher. Totals for the same dates and filters match.
How is this different from Month Wise Collection?
Month Wise Collection totals the company by calendar month, not by customer.
Are open or PDC cheques in Total Collection?
No. They appear only in the PDC & Open section. Cleared cheques use the cleared date and go in the Cheque column.
What is Other Income?
Custom receipt vouchers from a customer that are not allocated to a sale invoice. On Bill Wise Collection they appear under Other Receipt Vouchers.