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Records a sale on credit or on trust
Records a sale on credit or on trust
Updated over 8 months ago

The credit sales feature offers several benefits:

  • It allows customers to make purchases even when they do not have cash on hand at the time, making it easier to purchase higher-value products or services without having to pay in full instantly.

  • It provides a detailed record of credit transactions, simplifying the management of outstanding accounts and the identification of customers who honor their commitments.

It is important to implement appropriate measures to manage and control credit sales, such as establishing credit limits, clear payment policies and an efficient debt tracking system.

  1. Start by registering a sale.

  2. Add a customer.

  3. At checkout, select Credit Sale.

  4. At the top right, you will see what you owe from past sales.

  5. Confirm the transaction.

  6. You can view their history by going to Customers > select the person's name and select Debts.

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