Cash-only collections
In Repartya, every collection made on the route is recorded as cash. This is a core business rule: it keeps the rep's daily cash-up simple and auditable. Formal reconciliation and other payment methods live in the web console.
Route collections are always cash. The rep does not capture transfers or cards from mobile: that is reconciled on web.
Why cash only?
The route rep handles physical money and needs a clear end-of-day cash-up. Recording each payment as cash makes the expected balance exactly the sum collected, without relying on delayed bank reconciliations.
How to record a payment
From the active visit or the customer's balance, open the collection screen.
Partial payments are allowed; the outstanding balance recalculates instantly.
Print the 80 mm ticket or share it. The payment joins the daily cash-up.
If the cash handed in doesn't match what was collected, the system flags a difference in the cash-up. Review it before closing the day.
Watch the walkthrough
Videos land in Phase 2. The layout is already set up to embed them with ES/EN captions and a transcript.
What about other payment methods?
Transfers, cards and credit notes are recorded and reconciled in the web console, where the admin has the full receivables view. See Orders & collections (web).
Need an invoice? Collection and the CFDI invoice are separate: you collect on route first, then the customer can self-invoice or the admin stamps it on web.
Common issues
- My cash-up doesn't match: check you've synced and that the cash handed in matches what you collected that day.
- The customer paid by transfer: record and reconcile it in the web console, not on mobile.
- I need to fix a payment: open the payment detail; receivable adjustments are made from the web console.
Still not adding up? See Troubleshooting.