How to process customer credit sales ?

Published on January 6, 2016 by @posterita

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Posterita allows your customers to purchase items from your store on credit and enables you to better process these credit transactions.

Follow the steps below to process a customer credit sale:

  • Add selected items to cart as shown:
process customer credit sales step 1

The Sales Receipt status will be marked as ”Outstanding Delivered”. This indicates that payment has not yet been effectuated but the items have already been delivered to the customer.

process customer credit sales step 2

Go to ‘Credit Sales’ option on the left-hand side menu and select ‘View Invoices List’ option as demonstrated below:

process customer credit sales step 3

Enter respective dates in the ‘Date to’ and ‘Date from’ fields and click ‘Update’ button:
– The invoices list is loaded

process customer credit sales step 4

Choose Receipt number by clicking the ‘ More Filters’ button and entering a specific ‘Sales Receipt’ number:

process customer credit sales step 5

On the Sales Receipt displayed, click on ‘Pay’ button:

process customer credit sales step 6

In ‘Payment Cash’ pop-up, enter data in ‘Amount Tendered’ and ‘Payment Amount’ fields and click ‘Ok’ button as shown below :

process customer credit sales step 7

Receipt is loaded and status is changed to “Paid delivered”. This indicates that the total amount due has been paid and the items have been delivered to the customer.

process customer credit sales step 8

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