How to record a credit sale and collect payments

This tutorial shows how to sell on credit in Afritelligence and collect the money later.

Before you start

Credit sales must be switched on in Settings, and the customer must allow credit (it's on by default; you can set a credit limit on their customer page).

Step 1: Attach the customer at the till

1. Open Point of sale and add the items to the cart.
2. Choose the customer. An unpaid invoice or part payment always needs a customer.

Step 2: Choose how much goes on account

• To put the whole sale on account, press Unpaid invoice.
• For a part payment, enter what they pay now (for example M-Pesa) and put the rest in On account.

The till stops the sale if it would take the customer over their credit limit.

Step 3: Record payments later

1. Go to Customers & credit and open the customer.
2. Under credit invoices, choose the invoice they're paying, enter the amount and how they paid.
3. Each payment gets its own receipt, and the invoice shows Part paid until it reaches zero.

Step 4: Send a reminder

On the customer page, press Send balance to send them what they owe on WhatsApp. Their statement lists every purchase and payment.