Credit customers

Let trusted customers take a bill on account and pay later, record their payments, and send a reminder.

Credit customers is a paid add-on. If you do not see "On account" in Sell, ask Makerss Hub to switch it on for your pharmacy.

Allow a customer credit

1. A customer is found by mobile number. Make a normal sale with their mobile number first, so they appear in Customers.
2. Open Customers, click the customer, and find Credit account.
3. Tick Allowed credit, enter the limit in LKR, and click Save. Only a pharmacist or the owner can do this.

Sell on account

1. In Sell, add the drugs and type the customer's mobile number.
2. A customer allowed credit shows a third button, On account. Click it.
3. Enter how much is paid now in cash. The rest goes on account. Leave it empty to put the whole bill on account.
4. Pay. The receipt shows the amount on account and the customer's balance.

If the bill would take the customer over the limit, a cashier cannot continue. A pharmacist or the owner can tick Allow over the credit limit for this bill.

Record a payment

Open the customer, click Record a payment, enter the amount, choose cash or bank transfer, and save. A payment cannot be more than what the customer owes. Cash payments count as cash in the drawer on Day close. Bank transfers do not.

See who owes

In Customers, tick Owing money only. The Owes column shows each balance. Customers with the largest balance come first.

Who owes, and for how long

In Customers, click Who owes, and how long. Every customer who owes money is listed with the amount split by age: 0–30 days, 31–60, 61–90 and over 90. Payments settle the oldest bills first. A bill unpaid for more than 30 days is overdue and shows in red. Click a row to open the customer.

Statement and reminder

• Print statement prints every bill and payment with the balance after each one.
• Download CSV saves the same list for Excel.
• WhatsApp reminder opens WhatsApp with a ready message to the customer. You press send yourself.

Refunds, cancelled bills and corrections

• When you refund a bill that was on account, the refund first lowers what the customer owes. Only what the customer has already paid goes back as cash.
• When the owner cancels a bill that was on account, it comes off the debt.
• The owner can write off or correct a balance with Write off / correct. A reason is required, and it shows in the history.

Still stuck? Ask Kiyara inside MediPOS, or message us on WhatsApp.