Keep track of customers and what they owe

Keep one list of your customers and record sales on credit, payments and reminders, so you always know who owes you.

1. Find or add a customer

   Go to Sales → Customers. Use Find a customer to search by name or phone, or add a new person or business with their contact phone and email.

2. Keep records tidy

   Choose Edit customer to correct details. Archive this customer hides someone you no longer serve without losing their history.

3. Sell on credit

   At the till, choose Complete sale on credit for a customer who will pay later. The amount appears under Sales → Customers owe.

4. See who owes you

   Customers owe shows the Total owed to you and each customer’s balance. Open a customer to see their statement.

5. Record a payment

   When a customer pays, choose Record a payment and pick cash or bank transfer. Their balance goes down straight away.

6. Set limits and send reminders

   Save a credit limit for each customer, and use Send reminder on WhatsApp to ask politely for payment.