Add Manual Credit Amount

Go to credit amount menu than create manual credit amount line for any customer so credit amount line added and waiting for approve.

Approve Credit Amount

Once Manager can approved credit amount will be assigned to customer.

While approving credit, Credit history will be maintain and stage will be changed from "Waiting For Approve" to "Approve" and current date will be set.

Credit Details Menu

We have Credit Details menu in Sales. From that we can show credit/debit history for customer.

Here you can see all credit details.

Credit On Customer

In customer view you can see credit smart button which shows how much credit available for that customer

Credit Amount Menu

We have created Credit Amount menu in Sales. From that we can add credit amount for customer.

Manager can approve credit amount to customer by clicking Approve button.
While approving credit, Credit history will be maintain and stage will be changed from "Waiting For Approve" to "Approve" and current date will be set.

Credit Details Menu

We have Credit Details menu in Sales. From that we can show credit/debit history for customer.

Here you can see all credit details.

Credit On Customer

In customer view you can see credit smart button which shows how much credit available for that customer

Update Customer Credit History

Customer's credit history and customer credit with payment history will be display under "Customer Credit Details" tab.

Update Credit Payment with Accounting Entry

Credit Payment with Accounting Entry Wizard

When you click on "Update With Accounting Entry" button, one wizard will open in which you need to add credit amount and select payment journal.

Update Customer Credit Details With Accounting Entry

Credit entry details with accounting entry display under "Update Customer Credit With Payment History".

Payment Entry in Accounting

Customer's created accounting credit payment will be display here.

Payment Entry Form View

Credit On Website

Customer can view or add credit balance in their account from the website and that credit balance is also shown on website too.

Click on Add Credit Balance button to add credit from website.

Add Credit

After click on button customer can easily add credit balance from here.

You can see a product name "Credit Product" is generated as per entered credit amount.

Once the order is confirmed credit amount is added.
After approving from manager credit amount is added in particular customer.

In the back-end you can see the credit amount is added.

After approving credit by manager then credit amount is added to particular customer credit balance.

Use Credit Payment

You can make payment of order using "Credit Payment" as shown in fig.

Confirm Order

You can see the order is confirmed with payment method as "Credit Payment".

Used Credit Details

You can see that amount of order is deducted from user's credit balance and that history will be generated

Sale Order

Sales order will be created with credit payment method.

Payment Entry Form View

Deducted Credit Balance On Website

You can also see deducted balance of user on website in Credit menu.

Order More Than Credit Balance

When You place an order more than the available credit amount as shown below.

When order amount is more than your available credit balance, Then order is not confirmed.

Allow Credit Payment

Manager can allow their customer to pay more then his/her available credit balance.

After allowing Credit Payment option, Customer can pay order more than available credit balance.

Used Credit Details

You can see the negative credit balance of customer after confirm order.

Credit On Customer

You can see the negative credit balance of customer in customer credit history.