Enable Customer Account Section

Navigate to Point of Sale > Configuration > Settings and scroll to the Customer Account section. Enable the feature and choose whether to print dues on receipts and enforce credit limits.

Set POS Credit Limit per Customer

Open a customer's record and navigate to the Sales & Purchase tab. Here you can set a specific POS Credit Limit that will be checked when the customer uses the "Customer Account" method.

Monitor Balances in Partner List

When opening the customer list in the POS, a new Balance column is visible. This shows the real-time outstanding debt for every customer, highlighted in red for quick identification.

Settle Dues during Checkout

If a selected customer has outstanding dues, a badge appears on the Payment Screen. Click the Settle Due button to process a payment against their old debt using cash or bank.

View Detailed Transaction History

Use the History button on the Payment Screen to view the customer's POS orders. This provides dates, reference numbers, and payment status for quick reference.

Credit Limit Alerts and Blocking

If a "Customer Account" payment would exceed the customer's defined credit limit, the POS displays a clear alert and blocks the transaction until a different payment method is used.

Outstanding Balance on Receipt

When enabled, the customer's total outstanding balance is clearly printed at the bottom of the order receipt, keeping them updated on their account status.