Customers & credit (khata)
Attach customers to sales, sell on credit, and collect what's owed.
4 min read · POS & sales
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A walk-in sale needs no customer. Attach a saved customer when you want their history, loyalty, or to let them pay later (khata).
Attach a customer at the till
- In the POS, press F4 (or tap the customer area above the cart).
- Search by name or phone — pick the customer, or create a new one right there.
- Complete the sale — it lands on their history.
Sell on credit
- Attach the customer (required — credit needs a name).
- Charge as usual and choose the credit payment method.
- The unpaid amount lands on their outstanding balance and in Accounts receivable.
Each customer has a credit limit — the till warns when a sale would push them past it. Owners/admins edit the limit by clicking it on the customer's row in Customers.
Collect a payment later
- Open the customer (or press F8 in the POS for their ledger).
- Record the payment against their outstanding balance.
- The ledger, receivables and the cashbook all update together.
What a customer record shows
- Total orders and lifetime spend
- Outstanding — what they owe right now
- Credit limit — how much credit you'll extend
- Full order and payment history (the khata)
Tip: Add customers from their phone number — it's the fastest lookup at the counter and the one identifier they always remember.
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Related guides
Make your first sale
Open a shift, scan or tap products, take payment and print the receipt — the full POS loop.
Money owed to you (receivables)
Who owes the shop, how long it's been outstanding, and collecting on khata balances.
Using Smart POS
One omnibox that reshapes into a till — type what you want and press Enter.
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