About This Manual

This manual has been written to help the users of "Miscellaneous Collection" to understand and use the product. The sections in this manual are organized to present functional and operational capabilities of " Miscellaneous Collection". It explains the procedures to the ULB employees to complete their tasks.

In case of further assistance please send an email to contact@eovernments.org

Intended Audience

This manual is intended to assist and train Counter Employees and Field Employees who will use "Miscellaneous Collection" to collect miscellaneous payments from citizens.

Document Conventions

If you see…	It means….
Bold Text	Important topic or subject or mandatory information
Italicized text	The word or set of words are especially emphasized.
Note:	The following paragraph provides additional information
Tip:	The following paragraph provides suggestive use
Alert	The following paragraph needs user attention
	Mandatory field

Document History

Version No	Date	Description
1		Version1 of Miscellaneous Collection will help ULB employees to capture miscellaneous payments made by a citizen to the ULB. It will also have collection reports for the administrators.

Glossary

Term	Description
ULB	Urban Local Body.
Service Type	The service type is basically sub-type of service category. It is mapped to the service category. Example - Municipal Rents, Advertisement Taxes.
Service Category	Service category is the facility for which citizen is being charged. Example - Rent, Taxes.
Payer Name	The name of the individual who is making the payment.
G-8 Receipt	Name of the manual receipt register in Punjab used to acknowledge the payment made by Citizens.
Field Collection Fee	It is the extra charge that ULBs collect when they collect bills on the ground or on the field.
Consumer Name	Name of the citizen who is availing the service.
Collections	Payments made by Citizens to the Municipality.

Introduction to Miscellaneous Collection

Miscellaneous Collection helps ULB employees compute all miscellaneous payments made by citizens to the ULB. It helps in eliminating the paper-based process of issuing manual receipts to calculate payments like Advertisement Taxes, Parking Charges, and others. It also helps in streamlining the EoD(End of the Day) collection process in a ULB by digitizing all payment streams

Features of Miscellaneous Collection

Feature	Description
Capture Miscellaneous Collection	This feature for the ULB employee helps to collect payment on the field or at the counter for any type of services provided by the ULB. It eliminates the use of manual receipts in the ULBs and hence streamlines the EoD( End of the day) processes like remittances.
Search Receipt	This feature for the ULB employee helps search for receipts of past payments. The employee can search receipts for miscellaneous payments based on parameters like Receipt No., Service Category and Mobile Number.
Download Receipt	This feature for citizens and ULB employees helps to view, download and print previous receipts. In search results, a link to download the receipt is available.
Notification- SMS	Once the payment is collected, an SMS notification is triggered to the citizen with payment and receipt details, with a link to download the receipt.
Reports	This feature for the ULB administrator helps to view ULB collections for different services, for different time periods, through various payment modes and collection channels. The reports enable them to understand shortfall, take decisions on possible revenue channels, streamline collection processes and plan collection drives.

User Roles

User	Role
Counter Employee	An employee who is stationed at ULB offices and is responsible for receiving payments.
Citizen	A consumer of services provided by the ULB.
Field Employee	An employee who collects payments from Citizens by being on the Field.
ULB Administrator	An Admin who is responsible for monitoring the collection drive and plan ULB revenue targets.

Using Miscellaneous Collection

Capture Miscellaneous Collection

Purpose

The counter employee or field employee initiates the Miscellaneous Collection process in the system. The payment made by the citizen against a collection is recorded in the system during this process.

Screens

Steps

To capture Miscellaneous Collection and download a receipt, follow these steps:

Click on Miscellaneous Collection on the home page.
Click on New Collection to launch New Collection page.
Fill in the details on the New Collection page and click Next to capture payment in New miscellaneous collection page.
Choose the payment mode, fill in the needed details and click Generate Receipt.
This completes the payment process. A message indicating successful processing of the payment is displayed.
Click on View Receipt to download receipt.

Fig 1: Screens for Capturing Miscellaneous Collection

Field Name	Description
City	The default location of the Consumer
Mobile No	Phone number of the Consumer
Consumer Name	The person or entity name
Service Category	Service category is the facility for which citizen is being charged. Example - Rent, Taxes.
Service Type	The Service type associated with the service category
From Date	Validity period start date
To Date	Validity period end date

The New miscellaneous collection page has three section

Fee Estimate Section
Capture Payment Section
G8 Receipt Details Section

Fee Estimate


This section shows the Total Amount payable by the consumer.

Fig 2: Fee Estimate

Capture Payment

Miscellaneous Collection allows 4 payment options. Payment through Cash/Cheque/DD/Credit/Debit Card. Choose the appropriate mode of payment to proceed.

Payment mode: Cash-

Fill in the needed details and click Generate Receipt.

Fig 3 Capture Payment - Cash

Input Field	Description
Paid By	Entity who is paying the tax. It can be the owner or someone else on his behalf.
Payer Name	Name of the Payer.
Payer Mobile No	Phone number of the Payer for correspondence.

Payment mode: Cheque -

Fill in the needed details and click Generate Receipt.

Fig 4 Capture Payment - Cheque

Input Field	Description
Paid By	Entity who is paying the tax- could be the owner or someone else on his behalf
Payer Name	Name of the Payer
Payer Mobile No	Phone number of the Payer
Cheque No	Number on the Cheque
Cheque Date	Date of the Cheque issual
IFCS Code	IFSC code of the Bank issuing the Cheque
Bank Name	Name of the Bank issuing the Cheque
Branch Name	Branch of the cheque issuing bank

Payment mode: DD( Demand Draft)

Fill in the needed details and click Generate Receipt.

Fig 5 Capture Payment - DD

Input Field	Description
Paid By	Entity who is paying the tax it could be the owner or someone else on his behalf
Payer Name	Name of the Payer
Payer Mobile No	Phone number of the Payer
DD No.	Number on the Demand Draft
DD Date	Date on which the Demand Draft was drawn
IFCS Code	IFSC code of the Bank issuing the Demand Draft
Bank Name	Name of the Bank issuing the Demand Draft
Branch Name	Branch Name of the DD issuing bank

Payment mode: Credit/Debit Card

Fill in the needed details and click Generate Receipt.

Fig 6 Capture Payment - Credit/Debit Card

Input Field	Description
Paid By	Entity who is paying the tax. It could be the owner or someone else on his behalf
Payer Name	Name of the Payer
Payer Mobile No	Phone number of the Payer
Last 4 digits	Last 4 digits of the card
Transaction No.	Transaction number generated for the transaction
Re-enter Transaction No.	Re-enter the above transaction number

G8 Receipt Details

It is the manual receipt register and varies for each state.

Fig 7: G8 Receipt Details

Upon successful processing of the payment, a receipt with a unique receipt number is generated.

Click on View Receipt to view and download receipt

Fig 8 Payment Status Message

Payment Receipt

Search Receipt – Employee

Purpose

The ULB employee can search receipts for miscellaneous payments made in the past based on parameters like Receipt No., Service Category and Mobile Number.

To search for receipts of past payments.

Click on Miscellaneous Collection on the Landing Page.
Set a minimum of 2 search parameters.
Click on
Search results are displayed on the screen.

Fig 9 Search Receipt Screen

Input Field	Description
Receipt Number	Unique identifier for a Receipt
Service Category	Service category is the facility for which citizen is being charged. Example - Rent, Taxes.
Mobile No	Consumer or Payer Mobile Number

Download Receipt

Purpose

This feature for citizens and ULB employees helps to view, download and print receipts for previous payments.

The search results for a receipt return :

1. A link to download receipt is available in search results.

2. Click on the link to download the receipt

Fig 10 Download Receipt Screen

Notification- SMS

Purpose

Once the payment is concluded citizens are notified by SMS on their registered mobile number.


An SMS notification is triggered to the citizen with payment and receipt details, with a link to download the receipt.

Fig 11 SMS Notification

Reports

Purpose

ULB administrators can generate and view reports on collections received across different services and time periods. These reports help them in planning collection drives and in devising revenue optimization steps.

To view the reports.

Click on Reports on the home page.
Collection Register Page is launched.
Fill in the details and click on Search to fetch the reports.

Input Field	Description
ULB	Urban Local Body for which collection status is to be ascertained.
Service Category	Service category is the facility for which citizen is being charged. Example - Rent, Taxes.
Payment Mode	Payment Mode helps to generate summarized reports for different payment options like Cash/Cheque/DD/Card/Online.
Collection Channel	Collection Channel helps to generate channel wise reports. Channels can be Counter, Field or both.
From Date	Start date of the time period for which report is required.
To Date	End date of the time period for which report is required.

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