Credit System & Management
Flexible credit management for customers, with full settlement and audit capabilities.
Overview
The Credit System allows staff to provide credit to customers for services rendered. Admins and managers can track outstanding credits, view associated bills, and monitor settlements, ensuring all credit transactions are fully accountable and auditable.
Key Benefits
- Issue and manage customer credit for any service
- Track credit status: pending, settled, overdue
- Link credits to specific bills and services
- Admins/managers can settle or audit credits at any time
- Comprehensive credit collection reporting
How It Works
- Staff issues credit to a customer at billing.
- Credit status is tracked in the admin dashboard.
- Settlements are logged with payment method and staff involved.
- All credit activity is available in reports for auditing.
Frequently Asked Questions
- Can credits be partially settled?
- Yes, partial settlements are supported and tracked.
- Who can approve or settle credits?
- Admins and managers with the appropriate permissions.