Credit sales, limits & collection
Keep debt-creating sales separate from cash collected later.
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Before you begin
A credit account, limit, due terms and an operator authorized for credit sales.
Where to go
POS → Credit sale / Receivables
Visible menus may vary with language, permissions, app version and shop configuration.Follow these steps
- Review account, remaining limit, outstanding debt and terms before sale; store credit is not a credit-sale limit.
- Use CREDIT tender so sale, stock and receivable commit together; no drawer cash is recorded on the sale date.
- Record later collection against the receivable; cash collection becomes Cash In on the shift that actually receives it.
- Verify receipt, remaining debt and collecting drawer; test a credit-sale return and confirm debt reduction from original evidence.
How to verify success
Receivable matches sale/collections, cash belongs to the collecting shift and no duplicate payment is added to the old bill.
Limits & things to check
Collection does not rewrite the original bill payment, and returns may require review of overpayment.
Ready to try it in your shop
Lessons are free to read. Actual operations require sign-in and the appropriate permission. Use test data for training.