Customers and credit limits

Step by step

1. 1

   Add a customer

   Name, phone, and if you sell on credit, a credit limit in dollars. Cashiers can add customers from the POS when their role allows it.

2. 2

   See what they owe

   The list shows each balance. Open a customer for their invoices and payments, or print a statement from Reports › Customer statement.

Related guides

• Sell on creditLet a regular customer pay later, up to the credit limit you set for them.
• Receive a payment from a customerRecord money a customer brings for what they owe; it pays their oldest invoices first, or the ones you choose.
• The reportsSales, profit, debts, stock, expiry, losses and more, for a branch or all of them, printed or in Excel.