--- title: "Payment and Collection Tracking Software | ServicePilot" description: "Record receipts against invoices by mode, see what each customer owes, age your dues and run collection reports, so no payment goes unrecorded." url: https://servicepilot.in/features/payments-and-collections/ canonical: https://servicepilot.in/features/payments-and-collections/ site: ServicePilot section: Features updated: 2026-10-30 language: en-IN --- ServicePilot feature # Payment and collection tracking for service businesses ServicePilot records each payment against the invoices it clears, by mode: cash, UPI, cheque or bank transfer, and shows what every customer still owes. A receivables ageing report groups dues by how late they are, and a collections report shows what came in. ## Payment collection and receivables tracking software Field service management software (FSM) that records cash, UPI, cheque and bank payments against invoices, shows what each customer owes and groups dues by how late they are. A service business is rarely short of work. It is more often short of cash because dues sit with customers nobody has called. Recording each payment against the invoice it clears, and ageing what is left, turns collection into a routine. ## Payment receipts that match invoices - Mode: cash, UPI, cheque or bank transfer. - Part payments: an invoice can be partly paid and shows what is still due. - Allocation to one or more invoices. - Status and refunds recorded. - Visible on the customer's record to roles with financial access. ## Know what is owed The receivables ageing report groups unpaid invoices into bands by how overdue they are, so the oldest are chased first. A collections report shows receipts by day, mode or person. Both are in [reports](https://servicepilot.in/features/reports/). ## Cash reconciliation Where technicians or counters take cash, reconcile it against the day's records. Differences are visible the same day. For a routine that works, read [how to calculate AMC charges](https://servicepilot.in/blog/amc-management/how-to-calculate-amc-charges/). ## From invoice to cleared - Invoice raised from a job or contract. - Payment received and recorded by mode. - Allocated to the invoice, which shows as paid. - Leftover dues appear in ageing. ## Illustrative example: a lift contractor with quarterly billing A lift maintenance business bills 120 societies each quarter. The accountant opens ageing on the 10th, finds fourteen invoices over 30 days and assigns the calls. By month end ten are paid and recorded, with the mode noted. ## Who it is for Accountants, office staff and owners. Payments sit beside [GST invoices](https://servicepilot.in/features/gst-invoicing/). ## Related ServicePilot features - [GST Invoicing GST invoices with SAC codes and a GST sales register](https://servicepilot.in/features/gst-invoicing/) - [Reports Collections, revenue, receivables ageing, AMC renewals and technician performance](https://servicepilot.in/features/reports/) - [Customers, Sites & Assets Every customer with their sites, contacts and the equipment you service](https://servicepilot.in/features/customers-sites-assets/) - [Expenses Field and office expenses by category, with approval](https://servicepilot.in/features/expenses/) ## Guides on this topic [Quotes & Payments Payment Reminder Message on WhatsApp: Samples in English and Hindi Payment reminder message samples for WhatsApp in English and Hindi: before due, on the due date, overdue and final reminder, written for service businesses. Read the article](https://servicepilot.in/blog/quotes-payments/payment-reminder-message-whatsapp/)[Quotes & Payments Outstanding Payment Reminder Letter Format: First, Second and Final Outstanding payment reminder letter format for service firms: first, second and final reminder letters with invoice table. Editable Word download, free. Read the article](https://servicepilot.in/blog/quotes-payments/outstanding-payment-reminder-letter-format/)[Quotes & Payments How to Recover Payment from Customers in India: A Step-by-Step Plan How to recover payment from customers in India: scheduled reminders, a statement, a final letter, pausing service and a legal notice. Steps for service firms. Read the article](https://servicepilot.in/blog/quotes-payments/how-to-recover-payment-from-customers/) ## Frequently asked questions **Q: Can one payment clear several invoices?** A: Yes. A payment can be allocated across invoices, and an advance can be held until it is used. **Q: Can I record refunds?** A: Yes. Refunds are recorded and show on the customer's payments. **Q: Can technicians collect cash?** A: Cash handling can be reconciled with the cash reconciliation setting so collections are checked against the day's records. **Q: Can I see who has not paid?** A: Yes. Receivables ageing lists outstanding invoices by age. [Book a free demo](https://servicepilot.in/request-demo/) [See pricing](https://servicepilot.in/pricing/)