← Beatplan

Payment collection

Field sales app with cash and cheque payment collection

Updated 5 November 2026 · prices checked this month

Short answer: yes. Beatplan lets each rep record cash, cheque and bank-transfer payments from a dealer on the phone, against that dealer's outstanding balance and monthly or season targets. Payments work offline and sync later, and accounts validates each one before it counts. It is sold as full source code for US$2,900 once.

How collection works in Beatplan

  1. The rep opens the dealer on today's beat and sees what is outstanding.
  2. The rep records the amount and the method: cash, cheque (with cheque details) or bank transfer, plus a photo if needed.
  3. With no signal, the payment is queued on the phone and sent later without duplicates.
  4. Accounts reviews and validates the payment; only validated payments count towards targets.
  5. Team leads and directors see collections against target by rep, area and region.

What to check in any collections app

QuestionWhy it matters
Is the payment recorded against a specific dealer balance?Stops amounts floating unallocated
Can cheques carry number, bank and date?Needed for reconciliation and bounced cheques
Does accounts validate before it counts?Prevents reps inflating collection figures
Does it work offline without double-counting?Collections happen where signal is weakest

Beatplan against the distributor checklist

What distributors ask forBeatplan
Android app for every field rep (plus iPhone and web)Yes, one codebase, published under your own company name
Daily routes / beat plans set by team leadsYes
GPS check-ins with dealer visit history, photos and notesYes, time-stamped and GPS-verified
Dealer-wise order bookingYes, through review, dispatch and payment
Dealer outstanding balances and collections against targetsYes, monthly and season targets by area, region and province
Cash, cheque and bank payment collectionYes, recorded by the rep, validated by Accounts
Offline order taking and offline payment recording, with automatic syncYes, queued on the phone and sent without duplicates
Management dashboard for sales, collections and rep performanceYes, every region and rep against target, with slipping-dealer alerts
Company car odometer, inspections and expense sheetsYes
No monthly per-user licence, with access to the source codeYes: one-time licence from $2,900, full source code

Questions

Is there a field sales app that records cash and cheque collections?

Yes. Beatplan records cash, cheque and bank payments against dealer balances and targets, offline, with accounts validation, and is sold once for US$2,900 with full source code.

Can reps record payments offline?

Yes. Payments are queued on the phone and synced automatically when signal returns, without duplicates.

Who approves collections?

Accounts validates each payment before it counts towards targets.

See it for yourself

The live demo is the real product with sample data. No sign-up: open it and tap Admin, Director or Accounts.

Open the live demoSee pricingHow setup works

Prices of other products are taken from their public pricing pages or listings as of November 2026 and may change; check the vendor for current pricing. Product names belong to their owners. Beatplan is not affiliated with them. Beatplan home · All comparisons and guides · Terms · Privacy