SalesPlay POS allows businesses to bill customers on Credit, enabling them to receive goods now and pay at a later date. The system tracks outstanding balances and provides multiple ways to settle them through the Debtor Management function in the POS App.
Special Note: The Credit Billing / Credit Settlement feature is not available in WebPOS at this time. This functionality is planned for a future software update.
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Step 1: Enable Credit Billing
- Log in to the Back Office Web Portal.
- Select Settings from the main menu.
- Go to Payment Types.
- Click the Credit payment method.
- Toggle the status ON.
- Click Update to save changes.
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Step 2: Perform a Credit Sale
- In the POS App main menu, select New Sale.
- Add items to the cart and click Charge.
- Click the Customer icon to add a customer to the receipt (you can add a new customer or search for an existing one). Once added, the icon will show a tick.
- Select the Credit payment option and click Charge.
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Step 3: Credit Settlement & Debtor Management
3.1 Access Debtor Management
- From the POS App main menu, select Manage Sales.
- Click Debtor Management / Credit Invoice.
- Select the customer from the dropdown menu near All Customers.
3.2 Settle Credit Using Customer Profile
- Open the customer profile from the POS App.
- Select the relevant receipt(s) for settlement. You can choose a single receipt, multiple receipts, or a partial amount from a receipt.
- Enter the settlement amount and select the Payment Type from the dropdown (you can create custom payment types in the Back Office).
- Click Settle to complete the transaction.
Tip: Credit settlements for different payment types can be tracked using the Shift End report.
3.3 Bulk Credit Settlement
- POS App main menu → Select New Sale → Click the Customer icon.
- Select the customer and go to the Profile section → Click Settle Outstanding.
- Tick Select All to settle multiple receipts at once.
- Select the Payment Type and click SETTLE.
- After settlement, you can print the receipt, email it, or share via messaging platforms.
Key Feature: SalesPlay POS provides three methods to clear customer credit:
- Settle multiple selected credit receipts
- Partial settlement of individual credit receipts
- Bulk credit settlement in one transaction