Create Collection Memo
कलेक्शन मेमो कैसे बनाएँ — Two steps: pick the billing party and pending trips, then review memo details, bank, notes, and tap Create Collection Memo.
Open Collection Memo in appWhat you see on this page
Section titled “What you see on this page”Dialog: Choose Billing Party for Collection Memo
- Select Billing party dropdown — search box shows party name and “Pending memo LR” count below each option
- Find Trips button (blue, disabled until you select a party)
- Trip table appears after Find Trips — columns: checkbox (select all header), LR Date, Booking/LR No, Truck No (with red M badge for Market Vehicle), Route, Amount (green), Status badge
- Generate Collection Memo button (green, at bottom right)
Review page (after Generate)
- Party details card — shows or edits Party Name, Mobile No, Email ID, GST No, Address, Pincode, State, City; Edit button (top right) → Save / Cancel
- Collection Memo Details card — Collection Memo No * (with info tooltip), Collection Memo Date * (date picker, max today), Last Collection Memo No. reference box if prior memo exists
- Trip details card with Weight input in header — trip table rows show LR Date, clickable Booking/LR No, route with arrows, Truck No plate, Freight, Payment Received (with + button and edit/delete icons for entries), Advance to be PAID (editable input), Total, Balance
- Bank details card — Select Bank dropdown, Add New Bank button, Change button; fields show Bank Name, Branch Name, Account Type, Account Number, IFSC Code, UPI Address, Opening Balance, Opening Balance Date (edit mode has form inputs)
- Payments & balance card — shows Total Invoice Cost, Total Payment Received (−), Payment To Be Received (−), Outstanding Amount (cannot be negative)
- Notes card — multiline text area
- Create Collection Memo button (large green, bottom right)
🏢Select company and branch
In the Lorryto header, select the correct company and branch first. Without them you cannot create a memo.
Open Collection Memo📝Open Create Collection Memo
On the Collection Memo list, tap Create Collection Memo.
A dialog opens: Choose Billing Party for Collection Memo.
👤Choose billing party
In Select Billing party, search and pick the party (e.g. Swift Cargo).
Each party row can show Pending memo LR with a count — how many eligible trips are waiting.
Then tap Find Trips (disabled until a party is selected).
🚛Select trips (LRs)
Check one or more trips. Use the header checkbox to select all.
Columns: LR Date | Booking/LR No | Truck No | Route | Amount | Status
Truck No may show M = Market Vehicle (hired).
If none appear: No trips pending collection memo for this party.
Only unbilled LRs that are not already on another memo are listed.
➡️Generate Collection Memo
Tap Generate Collection Memo. You move to the review page. The trip set is fixed here — you cannot add or remove LRs on review.
📋Review — Party details
Section Party details. Tap Edit to change Party Name *, Mobile No, Email ID, GST No, Address, Pincode, State / City → Save or Cancel.
#️⃣Review — Collection Memo Details
- Collection Memo No * — auto-filled from next number; you can type your own series (e.g. CM-2026-001). Must be unique for this company and branch.
- Collection Memo Date * — format dd-MM-yyyy; cannot be after today.
- Last Collection Memo No. — shown for reference when a previous memo exists.
📦Review — Trip details, bank, notes
- Weight — optional (e.g. 20 Tons); applies to the whole memo.
- Trip table: LR Date, Booking/LR No (opens the trip), route, Truck No, Freight, Payment Received, Advance to be PAID, totals.
- Bank details — Select Bank (optional; defaults to first company bank), or Add New Bank / Change.
- Notes — optional (Add notes…).
For payment and advance lines, see Payments & Advances.
✅Create Collection Memo
Check Payments & balance: Outstanding Amount cannot be less than 0.
Tap Create Collection Memo (loading: Creating…). Success opens the print page for that memo.
Next: Payments & Advances
Payment received and Advance to be PAID on the memo.
