Some stores provide policies to allow customers to make credit sales transactions. With this policy in place, the problem that might occur is that recorded customer debts will accumulate. Besides being able to have an impact on store operations, accumulated debt can also make the store's report not good (because of the large amount of debt).
DealPOS has provided a feature to limit customer debt. So, when a customer's transaction debt has exceeded the debt limit, the customer will not be able to make credit transactions again unless the debt limit can still be used/is less than the nominal credit sales transaction that will be made.
Table of Content :
I. Set Customer Max Debt Limit
Step 1. Go to Contact, then Select Any Customer
Step 2. Edit Customer
Step 3. Set Customer Debt Limit, then Click Save
We try to set Andi's Debt Limit for 250.000, so you cannot make a transaction with that customer if its debt reach the limit.
Step 4. Contact was Successfully Updated
II. Make Sales Transaction
Make a sales transaction with a customer who has a debt limit (reached the debt limit).
Step 1. Go to Sell, then Make a Transaction
Step 2. Assign Customer Name
Step 3. Click Pay
Step 4. Try to Make Another Debt, by Choose Payment Later Method
Step 5. Debt was Reached the Limit, Customer Can't Make Debt Anymore
Note :
A warning message appeared if customer debt reached the limit or it appear because previous debt summed with new debt exceeded the debt limit.
You might also like to read these articles below:
In case you want to pay debts with bulk payment you can read AR & AP Collection
You can also check Invoice Aging and Bill Aging Reports
To set the default maximum overdue for customer debt : Set Default Maximum Invoice Overdue Days
