Customers & payments
Customer records, credit sales and collecting what customers owe.
- Add customersOpen Sell → Customers, select Add Customer, enter the details and select Create Customer. You can also add a customer from inside the POS, or import a list.
- Credit limits, pay terms and balancesA customer’s Credit Limit caps how much they may owe on credit sales. The Pay Term sets the due date. Opening Balance is what they owed before you started; Advance Balance is money they have paid ahead.
- Sell on creditChoose the customer at the POS, add the items and press CREDIT (F4). The amount is added to what the customer owes and is due after their pay term.
- Record a customer payment (settle what they owe)Open the customer’s profile, open the settle window, enter the amount, method and date, and select Confirm Payment. You can tick the bills it pays.
- See who owes you: the Customer Dues reportOpen Reports → Customer Dues to see every customer with unpaid credit sales and the amount outstanding, largest first.