Credit Sales

Allow trusted customers to purchase on credit with tracked balances and payments.

8.1 Prerequisites

• Credit sales must be enabled in POS Settings
• The customer must have a credit limit set
• The customer must have available credit (limit minus outstanding balance)

8.2 Creating a Credit Sale

1. On the sell screen, add a customer to the sale
2. Click Pay
3. Optionally record a deposit using one or more payment methods
4. Switch on Charge remaining balance to customer credit
5. Enter the Due Date
6. Complete the sale
7. A credit sale record is created tracking the outstanding balance

8.3 Viewing Credit Sales

1. Go to Sidebar > Customers > Credit Sales
2. View all credit sales with status: Outstanding, Partial, Paid, Overdue
3. Filter by status or customer

8.4 Recording Payments

1. Go to the credit sale detail page
2. Click Record Payment
3. Enter the payment amount
4. Select the payment method and add a reference
5. Click Record
6. The balance is updated; status changes to Partial or Paid

8.5 Customer Credits View

1. Go to a customer's profile
2. Click View Credits
3. See all credit sales for that customer with balances and payment history

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