Customers and credit

Note what each customer owes you or has paid in advance, record their payments, send them a WhatsApp reminder and print their statement.

1. Open « Clients »: at the top, « Total dû » and « Total en avance », then each customer. Tap « Nouveau client ».
2. Enter the customer’s name and number, then « Enregistrer ». A customer who orders with their number also appears on their own.
3. Tap the customer: their account opens with the balance and four buttons. « Consommation » notes what they take on credit.
4. Enter the amount and a note (it shows on the statement), then « Enregistrer ».
5. When they pay, tap « Règlement »: the amount and the payment method (cash, card, transfer or cheque). An advance is noted with « Versement ».
6. The account shows what they still owe and every movement. « Rappel WhatsApp » sends them a message with the amount.
7. « Relevé de compte » shows the month: opening balance, charges, payments and closing balance. « Imprimer le relevé » to hand it to the customer.
8. In « Clients », the « Doivent » tab lists who owes you and how much. Each line’s WhatsApp button sends the reminder.