Customers and credit

Before you start

• You are an owner or manager.
• Your customers are in Kade, with credit limits for those who buy on account.
• To take a cash payment, a shift must be open on this PC.

Step by step

1. Customers overview

Open Customers from Home. The overview shows how many customers you have, what they owe you, and how much is over 60 days.

2. Over the limit

The Customers list has quick filters. Over limit shows every account whose balance has gone past its credit limit.

3. Open a customer

Press Ctrl+K and type a name to open any customer. The header shows the balance, and a status pill says Fernando & Sons is Over limit.

4. Credit terms

The Credit tab holds the Price level, Payment terms (days) and Credit limit. Put an account on hold here, with Credit on hold, to stop further credit.

5. Receive a payment

Receive payment opens straight from the record. Pick the method, a bank transfer here, then enter the amount and the reference.

6. Oldest first

Kade applies the payment to the oldest documents first. You can change any amount, and Oldest first puts it back. Anything left over is kept as customer credit.

7. Save the payment

Save payment records it, and the balance on the record drops straight away.

Good to know

• The status pill reads Cash only, Within limit, Over limit, Overdue or On hold.
• Payments can be in cash, card, bank transfer, cheque, QR pay or mobile money. Part payments are fine.
• Kade never puts more against a document than it still owes.
• The built-in Walk-in customer can't be given credit.

Try it yourself

1. Open Customers and click the Over limit filter.
2. Open one customer with Ctrl+K and check their Credit tab.
3. Press Receive payment, enter a small bank transfer, and see how Kade spreads it oldest first before you save.

Recap

That's credit control in Customers. Set the limit on the Credit tab, watch the status pill, and receive payments oldest first.