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How to leave change as credit to a customer

See how simple it is to leave the change from a sale payment as credit for a customer.

Important

  • This feature is only available to Nex subscribers. Learn more about our subscription plans.
  • There must be a customer linked to the sale. See here how to make a sale.

Shall we learn how to leave change as credit for future purchases?

1. After registering the information on the sale, including a CUSTOMER, click on SAVE (F2).

Click here to check how to make a sale.

2. Enter a VALUE GREATER than the total sale amount.

3. Check the option SAVE CHANGE AS CREDIT ON THE CUSTOMER'S ACCOUNT.

4. Click on SAVE - F2.

The amount is registered on the current open register and on the customer's registration for future purchases. By saving change as credit, you don't have to return the cash amount to the customer.

5. The credit is available in the customer's account for future purchases. To check the credit amount, access the customer tab and check the DEBT/CREDIT column.

Done! You learned how to save change as credit in the customer register.

See also:

  • How to work with change in Nex.
  • How to set change limit.
  • How to use sales credit.

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Sales