How to Do Credit Settlement & Debtor Management

Where: Back Office (web)

Astana Credit Settlement & Debtor Management

• The system is configured to facilitate billing under "Credit," allowing you to extend goods to your customers. It enables tracking of each customer's outstanding credit balance, offering the functionality to settle these balances as needed. Customers have the option to acquire items under a "Credit" arrangement and settle the payment at a later date.

1. Perform Credit Sale

1.1 POS App main menu > Select “ New Sale ” > Select item and click “Charge” button

1.2 Click “customer” icon and add a customer to the receipt

• You have the option to either add a new customer or search for an existing one.
• Upon successfully adding a customer, a "customer" icon will display a checkmark.

1.3 Select “Credit” option > Click “Charge” button

1. Credit Settlement & Debtor Management

2.1 POS App main menu > Select “ Manage Sales ” > Click “Debtor Management / Credit Invoice”

2.2 Select the customer from dropdown menu near “All customer”

1. Credit Settlement using the customer profile

The POS system enables users to settle a customer's outstanding credit through the customer profile section. By selecting the customer and accessing their profile, users can choose to settle all credit receipts, multiple receipts, or a portion of a receipt.

Click the relevant receipt

• Input the amount and choose the "payment type" from the dropdown menu.
• It is possible to generate any payment type using the Backoffice web portal.
• Proceed by clicking the "Settle" button.
• The "ShiftEnd" report displays the various credit settlements for different payment types.

3.1 POS App main menu > Select “ New Sale ” > Click the “Customer” icon

3.2 Select the customer and go to the profile section > Click on the “Settle Outstanding” section

3.3 Tick ON “Select all” button > Select the payment type > Click the “SETTLE” button and continue

3.4 (After clicking the settle button, you can print the settlements, email, or share the receipt via social media messaging platforms.)

The POS system currently provides three distinct approaches for resolving a customer's outstanding credit. These include the ability to settle multiple selected credit receipts, partially settle individual credit receipts, and execute a bulk credit settlement process for simultaneous processing.