How to Do Fully & Partial Credit Settlement

How to Do Fully & Partial Credit Settlement

How to Do Fully & Partial Credit Settlement

Vendtill Back Office

1. Vendtill Fully & Partial Credit Settlement 
  • Vendtill POS system allows you to settle a customer's total credit outstanding at once. This feature allows businesses to manage their customer's credit accounts more efficiently and accurately.
  • The user can select the customer and then open the customer profile, then the user can either select all credit receipts or multiple receipts for the bulk credit settlement.
2. POS App main menu > Select “ New Sale ” > Click the “Customer” icon

 

3. Select the customer and go to the profile section > Click on the “ADD TO RECEIPT” section

4. Click on the “Settle Outstanding” section

5. Select the “Payment Type” > Click the “ SETTLE” button

6. Click the “Continue “ button (Once the user has done the full/partial credit settlement, customer outstanding will be reduced from the “Debtor Management” section and settlements will be shown in “Shift End” reports.


    • Related Articles

    • How to Do Credit Settlement & Debtor Management

      How to Do Credit Settlement & Debtor Management Vendtill POS App Vendtill Credit Settlement & Debtor Management This system is set up to bill “Credit”, so that you can lend goods to your customers. The outstanding credit balance of each customer can ...

    • Managing Credit Limits with Debtor Management (Credit Invoice)

      Managing Credit Limits with Debtor Management (Credit Invoice) Step-by-step Managing Credit Limits with Debtor Management (Credit Invoice) in Vendtill POS Overview The Vendtill POS system now includes a new feature in the Debtor Management (Credit ...

    • How to Exchange Products and Use Credit Notes

      How to Exchange Products and Use Credit Notes Vendtill Back Office What Is Credit Notes In a POS system, a "Credit Note" is a printout generated to record the value of goods returned by a customer. It serves as a credit to the customer's account, ...

    • Payment Interface (Billing / Checkout Page)

      Payment Interface (Billing / Checkout Page) Step-by-step We’re excited to announce a brand-new Payment Interface in the 115.5 version of the Vendtill POS App! Based on your valuable feedback and user experience insights, we have redesigned the ...

    • How to Add Tips for Card Payments

      How to Add Tips for Card Payments Vendtill Back Office How to Add Tips for Card Payments Adding tips for credit card payments is a critical feature in a point-of-sale (POS) software, and it can enhance customer experience and increase revenue for ...