HOW COLLECTKE WORKS
From first quote
to final receipt.
Keep it connected.
Bring the documents, payments, and follow-up behind every sale into one workflow. Know what’s happened, what’s owed, and what comes next.
Built for Kenyan businesses · Product in development
Documents, allocations, and receipt linked.
BUILT AROUND YOUR EVERYDAY WORK
The document trail, together.
Carry the details from quotation to invoice, with the LPO and delivery evidence close by.
The right next step.
See what is outstanding, what has been paid, and which customer needs a follow-up.
Payment context, in view.
Review incoming payment records with the payer, amount, and invoice reference together.
Your team stays in control.
Review suggested allocations and reminder drafts before taking the next step.
LESS SEARCHING. MORE CONTEXT.
The sale has a story.
Keep it with the invoice.
An LPO in a message. A delivery note in a folder. The invoice somewhere else. Your team should be able to follow the sale without piecing it back together.
CollectKE is being built to carry the agreed details forward and keep the supporting records connected to the same customer.
Supporting documents stay with this invoice.
CLARITY BEFORE THE NEXT ACTION
A suggestion helps.
Your team makes the call.
A matching amount is a useful clue. It is not the whole picture. Review the payer, reference, and supporting records before confirming an allocation.
Review the match.
See the suggested invoice and the reasons behind it. Keep unclear payments in the review queue.
Get the balance right.
Check what has already been paid. Review, edit, or pause the reminder before it goes out.
THE JOURNEY, STEP BY STEP
Connect the sale once.
Keep every step connected.
Follow one invoice from the first document to the final receipt.
Connect the sale.
Start with the customer, the quotation, and the agreed work. Keep the LPO and delivery evidence with the invoice they support.
- Carry customer and line-item details forward
- Keep the document trail in one place
Set the terms.
Give the invoice a clear reference, amount, and due date. Your team can see what is owed and when it should arrive.
- Track the outstanding balance
- Give every follow-up the right context
Review money in.
Bring payment records into the workspace and review suggested matches. Check the payer, amount, and reference before applying an allocation.
- See the reasons behind a suggested match
- Keep uncertain payments in review
Close the loop.
Apply the confirmed payments, update the balance, and keep the receipt connected. The next teammate can see the same complete story.
- Keep part payments and balances visible
- Connect the receipt to the customer record
Planned product workflow. Your team reviews payment allocations before balances change.
ONE INVOICE. MORE THAN ONE PAYMENT.
Every payment moves
the balance forward.
A part payment is progress. Keep each allocation visible, so your team can see the amount received and the amount still to collect.
- 01
Invoice issued
KES 65,000The agreed sale becomes an invoice with its supporting documents attached.
- 02
First payment
KES 25,000Review and allocate the payment. KES 40,000 remains outstanding.
- 03
Final payment
KES 40,000Confirm the second allocation. The invoice balance reaches zero.
- 04
Receipt connected
KES 0 leftKeep the completed payment story with the invoice and customer record.
Bank CSV import is the initial approach. M-Pesa connectivity depends on provider onboarding. This preview does not move money.
Unclear references, part payments, and disputed invoices stay visible for your team to review.
ONE CONNECTED WORKFLOW
Every step has context.
Every team can follow it.
From the first document to the final receipt, keep the work around the invoice in view.
Connected documents
Keep quotations, LPOs, delivery evidence, and invoices with the sale they belong to.
Clear payment allocations
Review payment records, suggested matches, and the balance that remains.
Considered follow-up
Use the right invoice and outstanding amount. Review wording and pause when a conversation is needed.
A shared record
Help the next teammate understand the documents, payments, and follow-up that came before.
THE COMPLETE PICTURE
One customer record.
A story anyone can pick up.
When another teammate takes over, the context should come with the work. See the invoice, its payment allocations, and the receipt together.
Explore the workspace featuresEvery shilling accounted for.
BUILD AROUND THE WAY YOU WORK
Start with a workflow.
Shape what comes next.
Tell us how your team handles invoices, payments, and customer follow-up. Early access helps us identify a useful starting point together.
- 01
Understand your everyday work
Where records live, how payments arrive, and what gets in the way.
- 02
Agree on a focused first use case
Choose a starting point that matters to your team.
- 03
Discuss fit and availability
Review what is possible before any onboarding begins.
BUILT AROUND YOUR BUSINESS
Bring your invoices, payments,
and people together.
A clearer way from invoice to cash.
Help shape what comes next with CollectKE.
Early access · Product in development