Get Collection Documents

Filling out the Collection Documents online can streamline the process of submitting your request for payment. This guide will provide you with clear and step-by-step instructions to ensure you complete the form accurately and efficiently.

Follow the steps to successfully complete the Collection Documents

1. Click ‘Get Form’ button to access the online Collection Request Wizard form and open it in your preferred digital editor.
2. Begin by entering the date at the top of the form in the designated date field.
3. Next, fill in the 'Drawer (Seller)' section which requires your name and address details. Ensure to provide your full address in 'Address Line 1' and 'Address Line 2' as needed.
4. Enter a contact person and their phone number in the respective fields for better communication.
5. Provide a seller reference in the 'Seller Ref' field, using unique identifiers that you may need for future reference.
6. Proceed to the 'Drawee (Buyer)' section, where you will again fill in the name and address fields for the buyer.
7. In the 'Collecting Bank (Buyer’s Bank)' section, enter the necessary bank details including the name and address.
8. Specify the documents you are submitting for payment in the 'Documents for payment include' section. Check the boxed options that apply, such as Draft, Invoice, Packing List, etc.
9. Fill out the required fields for the accompanying Draft or Invoice number, currency amount in both figures and words, and the tenor in days.
10. Complete the 'Account Information' section to indicate where to credit the payment. Be sure to provide an accurate account name, number, and bank details.
11. Add any special instructions if necessary to clarify your submission.
12. Once you have completed all fields, save your changes, and proceed to print the second page for signature along with the bill of exchange.
13. Finally, send the signed documents, along with transport documents, to the designated address for processing.

Complete your Collection Documents online to streamline your payment request process.