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

# Collections, banks and sales orders

> Collect receivables, check your banks and manage orders from the app

These entries are in the **More** menu. Each user sees only the ones their role allows. See [Access by role](https://docs.filexpress.app/en/docs/app/introduccion.md#access-by-role).

## Business summary

**More → Business summary** shows the **last 30 days** at a glance: **Gross profit**, **Margin**, **Transactions**, the **Available money** (balance in your bank accounts) and what **You are owed** (accounts receivable).

> [!NOTE]
>
> If little of what was sold has a recorded cost, the app warns that profit and margin are not reliable.

## Collections

**More → Collections** lists your accounts receivable: the **Total receivable**, what is **Current** and what is **Overdue**, and the customers with a balance. You can search for a customer by name.

**1. Open the customer**

You will see their **Pending invoices** with balance, issue date, due date and days late.

**2. Tap Collect**

You can collect one invoice or make a **General payment**, which is applied from the oldest invoice to the newest.

**3. Complete the collection**

Enter the **Amount to collect** (it cannot exceed the pending balance), the **payment method**, the **payment date** and optional notes. Depending on the payment method, the app asks for the bank, the check number or the reference number.

**4. Register and, if you want, print the receipt**

The app confirms *Payment registered* and offers **Print receipt** on the Bluetooth thermal printer (see [Settings](https://docs.filexpress.app/en/docs/app/estadisticas.md#settings)). The receipt includes the documents paid, the total received and a signature space.

Each invoice also shows its registered payments. Collections are reflected immediately in [Accounts receivable](https://docs.filexpress.app/en/docs/finanzas/cuentas-cobrar.md) on the web.

## Banks

**More → Banks** shows the **Total balance in banks** and your bank accounts. Open an account to see its current balance and its movements (deposits, withdrawals, checks, transfers received and sent, and adjustments), which you can **filter by date**. It is view-only: movements are recorded from the web, in [Banks](https://docs.filexpress.app/en/docs/finanzas/bancos.md).

## Suppliers

**More → Suppliers** lets you create and edit suppliers with the same data as on the web. See [Suppliers](https://docs.filexpress.app/en/docs/ventas/proveedores.md).

## Sales orders

**More → Sales orders** lists customer orders pending invoicing.

**1. Tap New order**

**2. Select the customer and add products from the catalog**

You do not need to type codes: you pick the customer and products from lists.

**3. Enter the order date, the estimated delivery and notes (optional)**

**4. Tap Create order**

From the order detail, depending on its status, you can **Confirm order** (a **Pending** order), **Mark as invoiced** (a **Confirmed** one) or **Cancel order**. Taxes are calculated according to each product's tax. See [Sales orders on the web](https://docs.filexpress.app/en/docs/ventas/ordenes-de-venta.md).


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.