Set credit limit and due date for customer
For short
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.
For this page
To set limit, open di customer page, tap Limit, type di highest amount wey dem fit owe for Credit limit, choose Pay by date and tap Save. From dat time, di counter go warn you before credit sale carry dem pass di limit, and once di date pass and money still remain, di customer go get mark Time don pass and dem go show for your reminder list.
Both settings no dey compulsory and dem dey per customer: regular customer wey dey collect salary every month fit get month-end date and big limit, while new customer go start small.
Set di limit and di due date
- Open Kostoma dem and tap di customer.
- Tap Limit for di row of buttons for top. Di sheet Credit limit and pay-by date go open.
- For Credit limit, put di highest amount wey dis customer fit owe. Leave am empty if you no want limit.
- Under Pay by, tap In 7 days, In 15 days, In 30 days or End of month, or pick exact date. Tap Clear am to remove date.
- Tap Save.
Di customer header go now show chips like "Limit PKR 25,000.00" and "Due Oct 5, 2026" beside their phone number and city.
Wetin dey happen for di counter
Di balance wey count na opening balance plus credit minus payments. Dem dey pay cash sales for di spot and dem no dey ever count.
When credit sale wan carry di customer pass their limit, di counter go ask before e save: "E don pass credit limit", den di balance wey di sale go reach and di limit wey e pass.
- Owner or manager fit tap Book am anyway (for di Android app, Record am anyway) to save di sale, or Cancel to change di basket.
- Cashier go see "Na only owner or manager fit pass customer limit." and e no fit save di sale as credit. E fit call manager, collect cash, or reduce di basket.
Di server dey check di limit again when di sale reach am, so two counters wey dey sell to di same customer di same time no fit pass am together. When owner or manager pass limit, di system go log am with who do am.
Wetin di customer dey see
For their own account, di customer dey see di limit as bar with how much remain, and di date wey payment go due. After di date pass, dem go see "Payment don pass due date". As dem fit see di same numbers wey you see, na im make limit feel fair, no be like say you just carry am from your head.
Customers wey time don pass
Customer don pass time when dem still dey owe money and their Pay by date don pass; di due date itself never pass time. Customers wey time don pass dey get Time don pass badge for Kostoma dem and dem dey listed under Reminders → Time don pass, ready for one-tap WhatsApp or SMS reminder. See Send payment reminders for WhatsApp or SMS.
Di due date no dey move by imself. When customer don clear and start new month of credit, open Limit again and set di next date.
For di Android app
Open di customer and tap Edit. Owners and managers go see Credit limit ("Di most wey dis kostoma fit owe. Leave am empty if no limit.") and Pay before for di form. You fit also set both when you dey create new customer.
To stop new credit for one customer completely, set their Credit limit to zero: di counter go stop any credit sale wey go make dem owe, unless owner or manager choose to pass am.
For advice on how to choose limits, read How to set credit limits for your shop customers.
Questions wey people dey ask
Wetin go happen when sale wan pass di limit?
Di counter go stop and show E don pass credit limit with di new balance. Owner or manager fit choose Book am anyway; cashier no fit pass limit.
Cashier fit change customer credit limit?
No. Na di owner or branch manager dey set limits and due dates. Cashiers dey see di limit but dem no fit change am.
Di customer dey see their limit?
Yes. Their account dey show di credit limit, how much remain and di date wey payment go due, so di number no go ever surprise dem.
Cash sales dey count for di limit?
No. Di balance wey di limit dey use na opening balance plus credit minus payments. Dem dey pay cash sales for di spot and e no dey add to am.
When dem go mark customer say time don pass?
When dem still dey owe money and di due date don pass. Di due date itself never pass time, and customer wey don pay everything no go ever show as late.
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