Finance/Finance
Take a payment
Authorizes or charges an instalment through a payment provider and records its answer.
Every payment in, with what it settled
Take a payment through your connected provider or record it by hand. Capture a hold later or release it; spread one payment across several instalments.
Collections and how they were applied
Each payment’s method, amount and the instalments it settled on one row. A refund is not a separate record; it is written into the payment’s history.
What you can do on Collections
Each is a button or a form in the app; every one is tied to role permissions and logged.
Capture a payment
Charges money that was only authorized.
Release a payment
Cancels what is authorized and not charged.
Allocate a collection
Spreads one collection across the instalments it paid off.
Open an agreement
Records what somebody owes, in the workspace currency unless told otherwise.
How it connects to other modules
Collections is part of the Finance module and uses the same customer record and permissions.
What customers owe and pay, and what the business spends.
CustomersBuilt on it: One record for every customer, shared by every module.
SalesBuilt on it: Leads, the calls that follow them up, and the partners who send them.
AppsBuilt on it: The apps and services you connected, and the updates sent to them.
Other sub-modules in Finance
Parts of the same module with a screen of their own.
AgreementsWho owes what: open an agreement, split it into instalments, apply a discount, record payments, invoice it.ExpensesMoney out with an approval step: record, approve, mark paid, and copy recurring expenses automatically.CommissionsCommissions owed to affiliates: they follow what was collected, and a payout is recorded as one transfer.
Start from a ready template
Templates that use this screen’s actions or turn this module on.
Business setupHealth
Dental clinic
Chair calendars, treatment-plan quotes, instalment plans and six-month recall reminders.
11 modules3 agents6 workflowsBusiness setupHealth
Aesthetic clinic
Instagram and ad enquiries into a pipeline, doctor consultations, procedure quotes with instalments and a caring check-in after each visit.
11 modules3 agents6 workflowsBusiness setupHealth
Hearing aid center
Hearing tests, a 14-day trial before anyone buys, devices paid in instalments, battery reorders and six-monthly check-ups.
9 modules3 agents5 workflows
Questions about Collections
Take a payment, Capture a payment, Release a payment, Allocate a collection, Open an agreement.
It has its own row in the Finance menu; it is part of the Finance module and shows while the module is on.
The Finance module’s role permissions apply here too. Era works within the same permissions; sending and deleting wait for your approval.
Every payment in, with what it settled.
Open Era with your own AI subscription or API key. Turn on what you need and add the rest later — the same workspace on Windows and the web.