Learn how to use this feature to create payment plans or layaway programs through the Payment Screen.
In order to make a sale and leave part of the balance as debt, you first need to set the default credit limit of your store.
When ready, begin the process of making a sale. It may be a Regular Sale (Point of Sale) or an Order. We will use the Regular Sale (POS) for this tutorial. On the left tab of the "Sales" screen start a sale normally.
Add the products and advance to the payment screen.
Enter the amount of the down payment. You may enter zero or a number lower than the total due.
Check the "Assign Debt" option, which will only appear when there is a partial payment. Note that the unpaid balance will appear in red.
Now just hit Save (F2) to complete the process and assign the debt to the customer's account.
If you hadn't selected a customer during the sale, a screen will pop up asking you to do so. Click "Select a Customer (F5)" to open your customers' list. If the customer does not have an account, click "New (F5)" at the top of the list.
After that, the debt will be added to the customer's account.
1. How to Start
Sales, stock control, customer registration, register...
2. Next Steps
Backup, Parked Sales, loyalty system, change currency and more...
Print templates, printing labels, commission report and more...
Learn how to configure your product to make a partial sale, selling the product partitioned (kg, m, Lt, etc).
See how easy it is to calculate change automatically and ensure that your clients always receive back the correct amount.
Learn how to give discounts on sales and debt payments quickly through this tutorial.
Learn how to improve the accounting process by creating, editing, removing and setting up different payment methods.
Learn how to make a standard sale in which you select the products, receive a payment and finish the sale, all in one go.
Learn how to run multiple terminals simultaneously with the main register.
Choose whether your client will follow your store's standard limit or have a custom limit and choose which will these limits be.
Learn how to change the employee who is attending the customer at the time of sale.