4. Receiving Payments for Credit Balances

4. Receiving Payments for Credit Balances

Posterita allows you to efficiently receive payments for outstanding customer credit balances, applicable only for credit sales. This feature ensures that all payments are accurately allocated to the specific customer who made the purchase, helping maintain accurate financial records and ensuring that customer accounts are up to date.

Tips for Receiving Payments:

Use the Receive Payment feature in the Back Office to accurately track customer payments and credit balances.


1. View Outstanding Balances:

In the customer’s profile, you can view the current credit balance, showing how much credit the customer has used and how much remains available.



2. Click on Receive Payment:

In the customer profile, click the Receive Payment button (this feature is only available in the Back Office).

A list of the customer’s outstanding transactions will be displayed.



3. Record Payments for Each Transaction:

For each outstanding transaction, input the payment amount received.

Once the transaction is fully paid, it will no longer appear in the outstanding transaction list, and the customer’s open balance will be updated accordingly.



4. Update the Balance:

Click to record the payment, the customer’s credit balance will automatically be adjusted to reflect the new amount.




Important Tips

  1. Centralized Credit Management: Receiving payments can only be done from the Back Office, not on the POS, to ensure proper centralized management and control over customer credit balances.
  2. Audit Trail and Record Integrity: It is crucial to maintain accurate records of all payments received against credit balances for audit purposes. The outstanding balance list will reflect the payments, ensuring transparency and accuracy in financial records.
  3. Up-to-Date Financial Tracking: Once a transaction is paid in full, it will no longer appear in the outstanding list, helping you keep an up-to-date view of unpaid transactions, minimizing the risk of confusion or discrepancies.


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