Customers & debts
Recording a customer's debt and the date they will pay
Sell on credit, tap the due date right after the sale (a week, two weeks or a month), and set payment terms in days on the customer.
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A debt that has a due date is easy to follow up. You can say the date once, at the till, in one tap.
Steps
- At the till choose "Credit", attach the customer and charge. If they pay part now, enter "Paid now (optional)" (payment methods).
- On the screen after the sale, a line shows what the customer owes. Under it, "When will they pay?" offers "In a week", "In 2 weeks" and "In a month". Tap one.
- The line becomes "Pays by" with the date. To change it, tap "Change" and pick another choice.
- To follow all debts, tap "All debts" on that line (only if your role may open the debts screen).
- For a customer who always has the same terms, open "Customers", then the customer, press edit and fill "Payment terms (days)". A credit invoice is due that many days after its date.
If it doesn't work
- No "When will they pay?" line: the sale was not on credit, or the customer owes nothing.
- "Not saved, try again": check the internet and tap again.
What the system does not do
It does not charge interest on a late debt and it does not send a message when the date arrives. To remind a customer, use debt reminders.
Common questions
- I did not tap a date. Does the invoice have one?
- Yes. Without a tapped date the customer's payment terms apply: the invoice is due that many days after its date, and 30 days if the terms are empty.
- Can I pick any date?
- The strip offers a week, two weeks or a month. For other terms, set the customer's payment terms in days on their page.
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In the same section
- A standing discount for a regular customerOpen the customer, press edit and fill "Standing discount (%)": every sale for that customer gets the discount automatically. Leave it empty to remove it.
- Adding a customer and setting a credit limitCreating a customer from the customers screen or the till, setting the credit limit, price list and group, and what happens when a credit invoice exceeds the limit.
- Collecting a payment from a customer who owes youRecording a payment from the customer page with "Collect payment": amount and method (cash, card, transfer), allocated to invoices oldest-first.
- Importing customers and their old debts from a CSV fileA CSV with the customer name, optional phone, email and city, plus Debt and Debt date for old balances. A dry run first; a bad row never stops the rest.
- Issuing a credit or debit note for a customer or supplierWhen to use a credit note (reduce what a customer owes) or a debit note (raise it), and how to issue one from the customer or supplier page.
- Loyalty points: turn them on, set the rates, use them at the tillSwitch on the loyalty program in Settings, choose how many points a sale earns and what a point is worth, then let a customer spend their points at the till.
This page is also available in العربية · کوردی
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