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13 / Operational money trail

See what was collected with the work.

Record call collections and cash Delivery Challan payments with operational balances and Kasar adjustments.

Try this in your businessSee the connected workflow

Self-guided showroom · No login required · Screenshots use safe demo data and are not a live editable sandbox.

Overview Customers Service calls Engineers Mobile Quotations Delivery Materials Reports

The business problem

Before the record is clear.

A payment noted in a pocket diary is difficult to reconcile with a call or handover. The owner needs a practical operational view even when formal accounting happens elsewhere.

  • Payment note separate from the job
  • Outstanding balance checked manually
  • Kasar decision hard to trace

The Navixo solution

Work that carries context.

Record collection amount, method and collector against the available workflow. Track cash Delivery Challan payments, outstanding balances, Kasar adjustments and settlements where configured.

  • Collection with amount and method
  • Operational ledger and settlement context
  • Clear boundary between operations and accounting

How it works

A practical handoff from office to field.

Follow the sequence that matches this module. Some jobs skip steps; the record stays connected where the workflow applies.

Desktop / office
  1. 01Open the call or Delivery Challan requiring a collection record.
  2. 02Enter amount, method and collector details.
  3. 03Review outstanding balance and applicable Kasar adjustment.
  4. 04Use cash–DC ledger reports or settlement views.
  5. 05Pass formal accounting work to the appropriate accounting process.
Mobile / PWA
  1. 01Open the supported work record on a phone.
  2. 02Review the customer and handover context.
  3. 03Return payment details to the office workflow where field collection applies.
  4. 04The office confirms the operational settlement.

Actual software

Look closely at the work.

Use the device toggle where both captures are available. Open any image for a readable view.

Delivery challan detailDelivery challan detail with safe item, customer and status information; all price/profit fields are opaque redactions.Engineer · public-safe demo capture
Edit delivery challanAdmin correction form for a non-invoiced challan; all price/profit fields are opaque redactions and internal notes are omitted.Admin · public-safe demo capture
New delivery challanDelivery challan creation form with customer, destination and repeatable material rows; price/profit fields are redacted.Engineer · public-safe demo capture
Delivery challan item quick lookQuick-look modal for delivered item identity and quantities; all price/profit fields are opaque redactions.Engineer · public-safe demo capture
Delivery challans listDelivery challan register with customer, item and workflow columns; all price/profit fields are opaque redactions.Engineer · public-safe demo capture
Collection report empty safe viewAdmin collection report shell filtered to a future empty window so no demo financial amounts are displayed.Admin · public-safe demo capture

All public captures use demo information only. The showroom does not expose live customer records, tokens or internal routes.

Why it matters

Business value you can feel in the day.

Navixo is useful when it reduces uncertainty for the owner, office team and engineer — not because a menu exists.

  • Less uncertainty around handover collections
  • A practical cash and balance trail
  • Payment context attached to the job

Connected features

Keep exploring the record.

This is operational payment tracking, not full accounting, a payment gateway or an audited profit system. Admin-only profit views remain incomplete if costs are not entered.

Connected moduleDelivery Challan→Connected moduleDashboard and reports→Connected moduleQuotation management→

Continue exploring Navixo

What naturally comes next.

08 / HandoverDelivery Challan→10 / VisibilityDashboard and reports→07 / Quote workflowQuotation management→

Ready to look closer?

Try this in your own business.

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