Customers & Credits
Build customer relationships, offer credit, and track what's owed to you.
Overview
The customer system helps you track who buys from you, manage credit (pay later) arrangements, and build loyalty with your regulars.
Customer Database
Store contact info
Credit Tracking
Track outstanding debts
Purchase History
See what they bought
Adding Customers
- 1
Go to Customers → Add Customer
- 2
Enter customer name
This is the only required field
- 3
Add optional details
Phone number, email, address, notes
- 4
Set credit limit (optional)
Maximum amount they can owe
- 5
Click Save
💡 Quick Add from POS
You can also add customers during checkout. Just click "Add Customer" in the POS and enter their name.
Credit Limits
Protect your business by setting maximum credit amounts for each customer.
How Credit Limits Work
- Set a maximum amount (e.g., ₵500) the customer can owe
- System warns if a credit sale would exceed the limit
- Leave blank for no limit (not recommended)
Best Practice: Start with a low credit limit for new customers and increase it as they prove reliable.
Tracking Debts
See all outstanding debts at a glance from the Customers page.
Customer List View
The customer list shows the outstanding balance for each customer. Sort by balance to see who owes the most.
Customer Details
Click on a customer to see their full credit history - all credit sales and payments made.
Dashboard Widget
The dashboard shows total outstanding credit across all customers.
Recording Payments
When a customer pays off some or all of their debt, record the payment.
- 1
Go to Customers
- 2
Select the customer
- 3
Click "Record Payment"
- 4
Enter amount received
Can be partial or full payment
- 5
Confirm
Their balance is updated automatically
Purchase History
See everything a customer has ever bought from you.
Viewing History
Click on any customer → "Purchase History" tab to see:
- • Date and time of each purchase
- • Items bought and quantities
- • Payment method used
- • Total amount spent