Selling and customer service
Credit sales, invoices and debts
Know exactly which customer has taken goods on credit, what they owe and what has been collected.
Capabilities
What you can do
- Allow full or partial credit for named customers when the policy is enabled.
- Apply customer credit ceilings and due-date terms.
- Track unpaid, partly paid and fully settled invoices.
- Record later collections and allocate them to customer balances.
- Review overdue receivables and customer statements.
- Record controlled bad-debt write-offs without calling them payments.
Good to know
Walk-in anonymous sales cannot be put on credit; a zero configured limit means no specific ceiling, not zero credit.
Learn the workflow
Step-by-step instructions written for business owners and staff.
Sell to a customer on credit
Let an identified customer pay later under business policy.
Read guide →Record payment against customer debt
Keep instalments and old invoices connected to the customer.
Read guide →Read and print a customer statement
Review the sales, repayments, deposits and balance of a customer.
Read guide →