Collection Accounts

Collection accounts are where your customers send payments. You can set up three types of collection accounts: Cash, Mobile Money, and Bank accounts.

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Collection Account Types

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Cash Collection

Simple cash collection account for tracking physical cash received. Fields:

• Type – Cash
• Name – Account name (e.g., “Main Cash Box”)

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Mobile Money Collection

Receive payments via mobile money providers (e.g., MTN Mobile Money, Airtel Money). Fields:

• Type – Mobile Money
• Name – Account name (e.g., “John Doe”)
• Phone – Mobile money account phone number (country code + number, e.g., +256…)

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Bank Account Collection

Receive payments directly to a bank account. Fields:

• Type – Bank
• Name – Account name
• Bank Account Type – Savings / Checking / Business (dropdown)
• Account Number – Bank account number
• SWIFT Code – Bank SWIFT/BIC code (optional)

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Account Status

• Approved – Account is active and can receive payments
• Pending – Account awaiting approval
• Rejected – Account cannot receive payments

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Actions

• Add Account – Create a new Cash, Mobile Money, or Bank collection account
• Edit – Update account details
• View Balance – Check current account balance
• Filter – Filter by status, type, or search by name