Topic
#credit
Articles about credit from the Credit Khata blog and help centre.
WhatsApp payment reminder templates for shops (for Pidgin)
WhatsApp payment reminders for shops, for Pidgin, wey you fit copy straight: before di due date, for di day, when time don pass, second reminder, plus thank-you and payment-plan messages.
Wetin be credit book? Digital credit book vs paper register
Credit book na shop credit register: who carry goods for credit, and who don pay. Digital credit book dey keep di same record but e dey add totals, backup, reminders and customer view.
Shop staff permissions: wetin cashier and manager suppose do
Give each person their own login. Cashiers dey sell, collect payments and remind; managers fit also fix records and see di books; na only di owner dey handle staff, branches and di business data.
How to reduce bad debts and collect shop credit with respect
Most credit wey no come back na because e drift, no be bad mind: no due date, no reminder, total wey dem argue. Block am with limits and clear entries, den follow polite, steady ladder.
How to move from paper credit register to app, step by step
Pick day to change over, add up each customer page, put dem for di app with dat total as opening balance, share each account so customers fit check am, den write only for di app.
How to set credit limits for your shop customers
Base each customer limit on one pay cycle of wetin dem dey normally buy, start new customers small, join every limit with due date, tell di customer, and check di limits every month.
How to manage credit for provision shop or general store
Decide who go get credit, set limit and due date for each customer, write every entry with im items, record every payment, check old debts every week and remind with respect.
Work offline and keep your ledger for sync
Sales wey you ring without internet go save for di device, show E dey wait, and upload by themselves in order, only once, when network come back. Check di sync pill.
Set credit limit and due date for customer
Open di customer, tap Limit, put Credit limit and pick Pay by date, den Save. Di counter go warn you before sale pass di limit; late accounts go show as Time don pass.
Send payment reminders for WhatsApp or SMS
Tap Remind for customer, or open Reminders → Time don pass and tap Remind everybody. Each reminder go open for your own WhatsApp or SMS app with di balance, due date and link to their account.
When customer argue entry: check, correct and settle am
Customers fit mark any entry E correct or Report problem. Entries wey dem query dey show for your dashboard; check di note, tap Settle am with reply, and correct di ledger if e need am.
Record payment wey you collect from customer
Open di customer, choose Don pay under Add transaction, put di amount and tap Add transaction. Their balance go reduce sharp sharp; part payment dey okay.