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Customers & credit

Who can use thisOwnerManagerCashier

The Customers page is your ledger of who owes you what, and the place to collect payments and send reminders.

The customer list

Search by name, phone, email or GSTIN. Each customer shows their outstanding balance. Add a customer here, or quick-add one during a sale at the POS.

The customers list with balances
The customers list with balances

Account statement

Open a customer to see their statement — a running-balance ledger of every sale (debit), payment and return (credit), plus a list of their open invoices. Click any ledger row to open that invoice.

A customer's running-balance statement
A customer's running-balance statement

You can Print or Download the statement as a PDF to hand or send to the customer.

Receive a payment

When a customer pays down what they owe:

  1. Click Receive payment (on the row or in the statement).
  2. Enter how much they paid. Use Fill to spread it across their oldest open invoices, or type an amount against each invoice yourself.
  3. Optionally set the date (for a payment received earlier) and a note, then confirm.

Each collection is recorded as a receipt that can be printed, and each invoice’s paid amount and status update automatically. Partial payments and installments are just smaller receipts — collect again next time they visit.

Splitting a payment across open invoices
Splitting a payment across open invoices

Reminders & chasing overdue dues

  • Send a customer a WhatsApp payment reminder (from your shop’s own number).
  • The overdue view highlights customers past their due date so you can chase them, with a one-tap “Pay full balance” and a printable receipt.
  • Owners can also receive a nightly WhatsApp digest of overdue accounts — see WhatsApp.
Tip

Credit sales only work when the sale has a customer attached. Attach or quick-add the customer at the POS before choosing “on credit”.