> ## Documentation Index
> Fetch the complete documentation index at: https://docs.softisp.ug/llms.txt
> Use this file to discover all available pages before exploring further.

# Collection Accounts

> Manage collection accounts for receiving payments (Cash, Mobile Money and Bank)

<img src="https://mintcdn.com/softisp/3UOrmbkgZUMPX5Ak/images/collection-accounts.png?fit=max&auto=format&n=3UOrmbkgZUMPX5Ak&q=85&s=bc8157a1656adbafa9f5d41b86dd5b84" alt="Collection Accounts" width="1857" height="840" data-path="images/collection-accounts.png" />

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

## Dashboard Columns

| Column           | Description                                     |
| ---------------- | ----------------------------------------------- |
| **Name**         | Collection account name                         |
| **Type**         | Account type: Cash, Mobile Money, or Bank       |
| **Status**       | Approved / Pending / Rejected                   |
| **Phone Number** | Phone for Mobile Money accounts; "-" for others |
| **Notes**        | Any notes added to the account                  |
| **Balance**      | Current balance in the collection account       |
| **Actions**      | Edit account details (pencil icon)              |

## Collection Account Types

### Cash Collection

Simple cash collection account for tracking physical cash received.

<img src="https://mintcdn.com/softisp/3UOrmbkgZUMPX5Ak/images/cash.png?fit=max&auto=format&n=3UOrmbkgZUMPX5Ak&q=85&s=76bfe957f7604337d31d790029f14851" alt="Collection Accounts" width="888" height="235" data-path="images/cash.png" />

**Fields:**

* **Type** – Cash
* **Name** – Account name (e.g., "Main Cash Box")

### Mobile Money Collection

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

<img src="https://mintcdn.com/softisp/3UOrmbkgZUMPX5Ak/images/mm.png?fit=max&auto=format&n=3UOrmbkgZUMPX5Ak&q=85&s=8c4388baa457b8d16e83fc7e4636d42d" alt="Collection Accounts" width="882" height="300" data-path="images/mm.png" />

**Fields:**

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

### Bank Account Collection

Receive payments directly to a bank account.

<img src="https://mintcdn.com/softisp/3UOrmbkgZUMPX5Ak/images/bank.png?fit=max&auto=format&n=3UOrmbkgZUMPX5Ak&q=85&s=3247ef2ff2064085e45cb3b76d121db0" alt="Collection Accounts" width="876" height="373" data-path="images/bank.png" />

**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)

## Account Status

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

## 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

<Warning>
  Only approved collection accounts can receive customer payments. Ensure all account details are correct before request for approval.
</Warning>

<Note>
  Collection accounts receive payments from customers. For transferring funds between collection accounts and your bank, see [Transactions](/finance/transactions).
</Note>