Collections and records unit by unit in a development
Every home or lot you sell has its own buyer, its own payment plan and its own paperwork. In Matterial, each unit in a development opens a full record: you link the buying client, log their payments with proof, and store their documents, while that unit's balance — contracted, paid and outstanding — is calculated for you. It is collections control for the subdivision, home by home, right next to the cost and the sales you already track.
- Every unit (home or lot) has a record with Sale, Client, Collections and Documents.
- You link an existing buyer or create a new one from the unit itself.
- You log each payment with amount, method, description and proof (photo or PDF).
- The balance per unit derives itself: contracted (agreed price) − paid = outstanding.
- The payment plan is a single list: payments received plus payments scheduled for the future (description, amount and due date).
- At the top, the summary: paid out of X · outstanding · next due date; on the buyer's link it reads as a payment timeline.
- The unit's payments also live on the client's profile under Clients; nothing is duplicated.
- 1
Open the unit's record
In the development, on the “Units and sales” tab, tap the home or lot. Its record opens with the balance at the top (contracted, paid, outstanding) and the sale, client, collections and documents sections.
- 2
Link the buyer
In the Client section, pick an existing client or create one inline with their name and phone. They stay linked to the unit, with a direct link to their profile under Clients.
- 3
Set the agreed price
Under Sale, enter the sale price (or the list price if nothing has been agreed yet) and move the status to reserved, sold or deeded. That price is the “contracted” amount collections are measured against.
- 4
Log every payment with its proof
In the payment plan, tap “Record payment”: enter amount, date, method and description, and attach the proof. The unit's paid and outstanding amounts update instantly.
- 5
Schedule the future payments
Tap “Schedule payment” to add a future line (a down payment or Installment 2, for example) with its amount and due date. It shows as Pending (or Overdue once the date passes) until you record a payment against it, which marks it paid. The plan stays one single list of what is paid and what is still due.
- 6
Build the unit's file
Under the unit's Documents, upload the contract, the buyer's ID and whatever else you need. Each file keeps its category, alongside the development's own documents (deed, permits, subdivision plat).
Frequently asked questions
What is a unit's “contracted” amount?
It is the agreed price for that home or lot: the sale price once it is settled, or the list price if it is not yet. It is the basis for the balance: contracted minus paid gives you the outstanding amount.
Do I need to link a client to log payments?
Yes. Since collections belong to the buyer, you first link (or create) the client on the unit, then log their payments. That way every payment is tied to a real buyer and also shows up on their profile under Clients.
Do the unit's payments get duplicated in the Clients module?
No. It is the same collections record: a payment you enter on the unit uses the same engine as Clients, with its proof, method and description. You see it both on the unit and on the client's profile.
Where do the documents for the subdivision as a whole go?
The land deed, the permits and the subdivision plat go on the development's Documents tab. Each buyer's documents (contract, ID) go on their unit's record. That keeps the file organized by level.
Can I let the buyer upload their own proof of payment?
Yes. From the unit's record you can share a link with the buyer so they upload their own receipts and documents; you validate them. That is what the buyer portal is for.
Can I schedule payments in advance?
Yes. In the payment plan, “Schedule payment” adds a future line with description, amount and due date; it reads as Pending (or Overdue once the date passes) until you record a payment against it. At the top you get the summary — paid out of X, outstanding and the next due date — and on the buyer's link the whole thing reads as a payment timeline.