How to make a sale on credit

There sale on credit Jewely allows you to record a sale without immediate payment and generate the corresponding invoice. The remaining balance is saved on the customer's record and can be paid later.

1. Create the sale

From the sales interface, add the desired items to the cart as you would for a regular sale. Select the customer in their profile.

2. Choose the "Credit Sale" option«

At the checkout stage, select Sale on credit as a method of payment. The invoice is generated immediately without cash collection or electronic payment.

3. Track the outstanding balance

The remaining amount due is automatically entered in the customer file, under the outstanding balances section. You can view it at any time from Customers > Customer file > Sales history.

4. Record a partial or full payment

When the customer returns to pay all or part of their debt, open their record, select the relevant sale, and record the payment received (in one or more installments, using different payment methods). The balance is automatically updated.

5. Send the invoice by email

The credit sale invoice can be sent directly to the customer by email in PDF format from the interface, with your store's logo and signature.

Good to know: Credit sales appear in statistics and accounting reports with their settlement status (partial, settled, etc.).