Credit customers and part payments
Sell to regular customers on account, take part payments against their invoices, keep to a credit limit, and send a statement.
Who needs a customer record
A walk-in customer who pays at once needs no record. Add a customer when they buy on credit — a regular who settles at the end of the month, say — or collect loyalty points.
Open Customers and press Add customer: name, phone, address, and a Credit limit if you want one.
The credit limit
The credit limit is the most a customer may owe you. A sale on account that would take them over it is refused. As the owner you can still let it through: tick Allow this invoice past the credit limit. That choice is recorded, with your name, in the shop's history. Leave the limit empty for no limit.
Selling on account
At the till, choose the customer on the bill, press Pay and choose On account. The customer takes the goods and the amount is added to what they owe.
From a quotation, Convert to invoice and choose to take part or nothing now — see Quotations.
When they pay
A customer may pay one invoice in full, part of one, or a round sum towards several.
- Open Customers, open the customer, and press Record a payment.
- Enter the amount and how they paid.
- UDS POS lists their unpaid invoices, oldest first, with the money set against them. Change the figures if the customer says which invoice they are paying; whatever you do not place goes to the oldest invoices first. Each invoice then shows what has been paid and what is still owed.
You can also take a payment from an invoice itself: open it and press Record payment.
What a customer owes
The Customers list shows what each customer Owes. To see why, open the customer: every invoice, every payment, and what is left on each.
A statement
On the Customers list, press Statement next to the customer. Pick the dates from and to. The statement lists every invoice and payment in that time, with the balance. Print it, or send it by WhatsApp like a quote.