Android app use

Client account / Client credit

This section allows you to manage your customers when they don’t pay the same day. Then, you can put one or several bills on your customer’s account so that he can pay you at the end of the month for example.

Activate the Customer account management

From the main screen :

  1. Click on My data
  2. Click on Means of payment
  3. Activate the mean of payment Client credit

 

Take into account a bill

First of all, you have to make a new sale as always. In order to do this :

  1. Select the sales mode at the bottom of the main screen. A new ticket is opened
  2. Select the product section and the products you want, they appear on the note
  3. Create a customer or add one by clicking on the Customer button at the top of the screen
  4. Click on Invoice, the receipt screen appears
  5. Select Client credit, indicate the amount and validate

When the receipt is completed, the ticket is completely cashed and is credited on your customer’s account. You can find it from the main screen in the ticket history and also directly on your customer’s account.

 

Client account viewing and printing

From the main screen :

  1. Click on Clients
  2. Choose or search for your customer, select him
  3. Click on the Client’s account / Kitty tab

From this screen you can view the details of the invoices that has been credited to your client’s account.
By clicking on the Account statement button, you can print the balance of your customer’s account, choose the date on which you want to print the balance of your customer’s account and validate.

 

Cashing a client account

From the main screen :

  1. Click on Clients
  2. Choose or search for your customer, select him
  3. Click on the Client’s account / kitty tab
  4. Select the invoices that your customer is paying an click on Cash
  5. Select the mean(s) of payment with which you customer is paying you and validate
  6. Click on Cash to finalize the receipt

The invoices are then lettered with the selected payment methods and disappear from the customer credit tab.