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How to check a customer's credit

Here's how to check a customer's credit balance on Nex.

‍Important:

  • This feature is only available to Nex subscribers. Learn more about our subscription plans.

Shall we learn how to check a customer's credit?

1. Go to CUSTOMERS menu.

2. Locate the CUSTOMER you want to check the credit.

3. Check the customer CREDIT amount in the DEBT/CREDIT column.

Done! You learned how to check a customer's credit.

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Onboarding

  1. Controlar Estoque
  2. Venda Caixa (venda comum)
  3. Cadastrar Cliente
  4. Formas de Pagamento
  5. Troca ou Devolução
  6. Impressão de Etiquetas
  1. Primeros Passos: Vendas, Estoque, Clientes, Caixa, Débitos e Formas de Pagamentos
  2. Conheça Melhor: Vendas, Estoque, Clientes, Caixa, Débitos e Formas de Pagamentos

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3. Everything

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Lista completa de Tutoriais

See more Tutorials of  

Customer

How to see only customers with credit

See how to filter to display only customers who have some amount of credit on its account.

How to check a customer's debt

See how to check a customer's debt amount on Nex.

How to export customer list to excel (.XLS)

See how simple and practical it is to export your customer list to an excel file in XLS format.

How to filter birthday customers

See how to filter your customers by showing those who are about to have a birthday, that way, you have the opportunity to make these customers even more loyal.

How to print a customer's debt statement

See how to print the customer debt statement, which contains all the transactions that affected his account.

How to adjust a customer's credit

Here's how to correct the credit amount on a customer's account.

How to see only customers with debts

See how to filter customers to only display customers who have outstanding debts registered on their account.

How to enable (reactivate) a customer's account

See how to reactivate an inactive customer's account on Nex.

How to disable (inactivate) a customer's account

See how to inactivate a customer registered on Nex.

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