How do I manage credit Customers and Sales on Posibolt?

How do I generate Customer Statement on Posibolt?

What is a Credit sale?

Credit sales refers to a sale in which the amount owed will be paid at a later date. In other words, credit sales are purchases made by customers who do not render payment in full, in cash, at the time of purchase with an agreed upon credit limit.

How do I manage credit sales on Posibolt?

Credit sales management allows you to create credit customers and manage them. You are able to set limits or outline credit agreements that your business will use. 

Prerequisite: 
  1. Roles permissions that allow Credit Management, e.g. a Cashier role will most certainly not have this feature unless the organisation permits it, or you will need authorisation, or it will be done by a manager or administrator.
  2. An existing customer who has had a Credit Check and is created from either Administration or from the Sales screen with a Credit status that is "Ok"

How do I generate a Customer Statement on Posibolt?

A statement that shows credit customer's statement
  1. Log in to Posibolt
  2. Click the Main Menu button on the top left of the screen (a left-facing arrow)
  3. Navigate to the right side of the screen on the menu option and select Credit Sales Management
  4. Navigate the menu option that appears on the left and select Customer Statement.
  5. A few options and drop-down menus will appear, the first option is Statement Based on the filters you will select to generate a statement,
  6. Select the filters that you need for your report (specify the period over which you want to see this statement), and then type in the name of the Customer you want to manage.
  7. After your filters and Customer is inserted, click Search
  8. Select the format you want to use or see, you can generate either a CSV or a PDF statement.
  9. Select Submit and you will see a download starting on your browser.

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