Customers and credit

Add a customer

1. Open Customers.
2. Click Add customer or press F8 (Owner or Manager).
3. Fill in:
   • Name
   • Phone
   • Credit limit (₹) — the most this customer may owe at any time.
4. Click Save customer or press F9.

Billers can see the customer list but cannot add customers.

Sell on credit

In POS billing, choose the customer and leave Paid now blank (everything on credit) or enter a part-payment. The unpaid amount becomes a balance due on that invoice.

A walk-in sale (no customer) must always be paid in full.

Record a payment

1. Open the invoice that still has a balance due.
2. Click Record payment or press F11.
3. The dialog shows Balance due. Enter the Amount, ₹ and choose the Method (Cash, UPI or Card).
4. Click Record payment or press F9.

The button only appears while the invoice has a balance.