Manage Collections

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The Collection Report helps you track which payments have come in, which need manual verification, and which are still outstanding.

What appears in the payments section

The Payments section shows all payment activity detected by the system, including:

• Online payment gateway transactions
• Offline payments where a receipt was uploaded
• Payments waiting for verification
• Orders that have not been paid yet

Caution

An uploaded receipt does not mean the money has arrived. For offline payments (such as bank transfers), you must check your bank statement and confirm the amount manually before marking it as received.

How to review and verify payments

Step 1 — Review submitted payments

1. Go to Payments in the left menu.
2. Check online payment gateway transactions — these are usually confirmed automatically.
3. Check offline payment uploads — these require manual verification.

Ask yourself: Has this amount appeared in my bank account? Does it match the order total?

Step 2 — Verify offline payments

1. Open the payment entry.
2. Check the uploaded receipt.
3. Match the amount against your bank statement.
4. Reconcile the payment in Boxify.
5. Set the item status to Paid.

Until you complete these steps, the system treats the payment as outstanding.

Step 3 — Check orders still pending

Review orders with these statuses and follow up as needed:

• Waiting for payment
• Waiting for online payment
• Active
• Paid (Ship Later)

Step 4 — Export the report for follow-up

Export the Collection Report to:

• Follow up with customers who have not paid
• Cross-check partial payments
• Prepare a payment verification checklist
• Review monthly outstanding amounts

How to export payment records

1. Go to Payments in the left menu.
2. Use the filters to narrow your search — filter by Payment Type, Payment Created Date, or Payment Updated Date.
3. Click Export.

The exported file includes the total sum of payments received and a detailed payment record in CSV format. Use it for bank reconciliation, monthly verification, or accounting.

Caution

Before exporting, make sure all offline payments are reconciled, item statuses are updated to Paid, and no payments are still showing as “Waiting for online payment.” This ensures the exported report reflects accurate data.

See also:

• Run through a payment received report
• About the Revenue
• About the Pending Revenue
• Run a report on the orders according to the order status