Record cash or a cheque you collect from a customer while you are with them.
The collection is created in one step and linked to the customer and the
address you collected it at.

## Before you start

- You need the **`sales:collections/create`** permission.
- Your workspace may require you to be at the customer's location to collect —
  if location verification is on, the app checks your position against the
  customer's address.

## Steps

1. Open the quick-add menu and choose **New Collection** (or start from the
   customer in your agenda).
2. The customer is preset from the visit. Choose the **address** you are
   collecting at.
3. Enter the **amount** and the **method** — cash or cheque. Cheque asks for
   the cheque number and due date.
4. Optionally pick a **vault** and add a **code** or note.
5. Choose **Save**. A "Collection created successfully" confirmation appears
   and links to the new collection.

## What can go wrong

**"Too far from the customer location."** Your workspace requires you to be
near the customer's address to collect. Move closer and try again, or use the
bypass option if your workspace allows one.

**"Low location accuracy."** Your device could not get a precise enough
position. Try again in an area with a better signal, or wait for GPS to
settle.

**"Customer location is not set and location verification is required."**
The customer's address has no map location, so your position cannot be
checked. Ask your administrator to add one, or use the bypass option if
offered.

**No prompt at all, and Save just proceeds.** On web, when your browser
cannot get a device location, the app shows a warning banner but does not
block you — Save goes through without an extra confirmation.

## Related

- [Hand in the cash you collected](/field-app/hand-in-the-cash-you-collected/)
- [Use your receipt book](/field-app/use-your-receipt-book/)
- [Record a collection](/back-office/record-a-collection/)