Help for Collection Sheets in Work Planner.
Finishing a collection sheet once the round is done, moving the stops still owing to a new sheet or leaving them off, what a finished sheet keeps, and printing the sheet to take with you.
Read article: Finishing and Printing a Collection SheetA collection sheet's doors on a map in calling order, with arrival times and the drive, and putting them in a better order with Optimise Order, by dragging them, or by locking stops in place.
Read article: The Route Popup on a Collection SheetTaking payment at a collection sheet stop, saying what happened when they did not pay, such as Not in, Promised to pay by a date or Refused, adding a note, getting directions and taking a stop off the sheet.
Read article: Collecting at a StopA collection sheet laid out like a worksheet: who has it, how the round is going and what has been collected, its stops one per door as a grid or a list, and putting them in order by round, address, amount owed, oldest debt or by hand.
Read article: The Collection Sheet PagePutting the jobs owing on a collection sheet from Who owes you, a customer, or the Jobs and Customers lists with their Owes filter, and what the Add to Collection Sheet popup does with jobs that are already on one or owe nothing.
Read article: Adding Jobs to a Collection SheetWhat a collection sheet is, the Collection Sheets list with what each has collected, making a new one, finding, filtering and deleting them, and who sees which.
Read article: Collection Sheets