Feature
Customer management and credit accounts
Know who owes you, who buys often and what they bought.
What it does
Customer management stores customer records and addresses, credit and debt ledgers, loyalty points and statements. A sale can be attached to a customer at the till.
The problem it solves
Credit sales recorded in a notebook are easy to lose and hard to chase.
How it works
- Customer records
- Contacts and addresses in one place.
- Credit and debt ledgers
- Track credit given and payments received.
- Statements
- Print a statement for a customer.
- Loyalty
- Customers earn loyalty points.
A practical example
A wholesaler lets a regular customer buy on account, records a part-payment next week and prints a statement showing the balance.
Benefits
- Fewer bad debts
- Clear balances.
- Better service
- History at the till.
Related features and industries
Frequently asked questions
Can customers buy on credit?
Yes, subject to your settings.
Is there loyalty?
Yes, points are recorded per customer.