Customer balances, credit and collections

Review a customer

Open Customers, search and open the correct profile. Review pending invoices, previous balances, payments, cheques and available credit. Detail/history actions load the relevant records; account access depends on your permissions.

Collect a payment

1. Select Collect payment when payment-write access is available.
2. Check the invoices or opening balances selected for allocation and their actual amount due.
3. Add the real payment method, amount, date and reference. Enter cheque details when using a cheque.
4. Review the amount allocated, any pending-cheque portion and any excess being retained as credit, then submit once.
5. Check the saved collection and refreshed balance. Print its receipt if enabled.

Credit and cheques

Available credit can be applied to eligible sales or repairs without taking the money again. Pending cheques and unbanked cheques are shown separately from settled money. Do not collect an amount already covered by a pending cheque without first resolving the original payment with a manager.

An authorized credit refund returns existing credit; it is not an invoice return. If the collection saved but receipt printing failed, reprint the existing payment. Shared-cheque collections are conditional on the shop setting and have their own allocation review.