Back to Point of Sale
Point of Sale
How to sell on credit and collect payment
Give customers a house account with a limit and terms, and track ageing and reminders.
2 min read
Watch the demo
Set up a credit account
For a customer, switch on buy on credit and set a credit limit and payment terms. Each credit sale gets a due date.
Collect
- Record payments against the account.
- The customer's statement PDF shows what is outstanding.
- Open the Credit Control page to see all accounts. Balances are grouped into ageing buckets: not due, 1–30, 31–60, 61–90 and 90+ days.
- Stop credit for a customer who is overdue.
Reminders
- Send a WhatsApp reminder link to the customer.
- Turn on daily email reminders. They are off until you switch them on.