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

Before & After BMS

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

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”

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:

💡 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.

1. Open mobile browser
2. Go to app.digitalnation.com.pk
3. Open Installments → Collection
4. Select customer → “Record Payment”
5. Amount, method, confirm → save

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:

1. Select the customer → “Record Payment”
2. Enter the partial amount (not the full)
3. System shows the remaining amount automatically
4. 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

💡 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:

1. Select the customer → “Set Promised Date”
2. Pick the date
3. Notes — “coming Thursday”
4. 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

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

💡 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

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

Frequently asked questions

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