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How to Manage Customer Credit, Open Invoices, and Pay-Later Sales Using POS

Learn how to handle customer credit accounts, open invoices, advance settlements, and flexible pay-later scenarios.

Step-by-Step Process​

Step 1: Navigate to All Apps​

From the Main Menu, look at the top right corner then click on All apps.

Step 1 - Start POS Session

Step 2: Select Point of Sale​

Step 2 - Select Product Confirm

Step 3: Start a New POS Session​

Step 3 - Select Pay Later

Step 4: Select Product and Confirm Order​

Step 4 - Access Invoices

Step 5: Select Payment Method​

From your payment methods, select the Pay Later option. After that, complete the order.

Step 5 - Find and Pay Invoice

Step 6: Navigate to Invoices​

Step 6 - Find and Pay Invoice

Step 7: View Invoices​

Here you can see all the unpaid invoices.

Step 7 - Find and Pay Invoice

Step 8: Search for an Invoice​

You can easily search by invoice number, customer's name or mobile number.

Step 8 - Choose Payment Method

Step 9: Payment Actions​

After you found your customer select the Pay button.

Step 9 - Choose Payment Method

Step 10: Choose Payment Method​

Select the preferred payment method of the customer and then confirm it.

Step 10 - Choose Payment Method

Notes & Tips​

  • An important tip is to ensure the customer information is accurate before proceeding with using the Pay Later Feature. Correct details help avoid issues with pending payments.
  • Always select Pay Later at checkout, this keeps the transactions smooth and ensures your workflow run efficiently.

FAQ​

Q: When do we use the Pay Later Feature? Use the Pay Later Feature when a customer prefers to pay after receiving the product or service.

Q: Can I only use this in Point-of-Sale (POS)? Yes, this is only available in Point-of-Sale (POS).

Q: Can I do partial payments for Pay Later? Yes customers can make partial payments, just choose a payment method, enter the amount, and confirm it.