How does customer credit work inside the POS?
In most small shops, credit and billing live in two places: the bill book and the credit notebook. RMS joins them. When you save a bill and choose On account, the unpaid part goes straight onto that customer’s balance. Add a promised date if they say they will pay on Friday. Nothing is written twice, so the statement always matches the bills.
When the customer comes back, their balance shows at the counter. You can collect it with today’s bill, or use Receive payment on its own. A receipt prints with the balance now, which ends most arguments before they start.
What does a customer statement show?
- every bill on account, with its date and number;
- every payment received, and how it was paid;
- returns and corrected bills;
- the running balance after each entry.
Returns and corrected bills fix the balance by themselves. If a regular owed money in your old notebook or spreadsheet, add it once as an opening balance and carry on.
How do I know whom to chase first?
Receivables is your accounts receivable list: everyone who owes the shop, largest first. On Pro it splits each balance by age, 0–30, 31–60, 61–90 and over 90 days, so you chase the oldest first and payments clear the oldest dues first. Promised payments shows whose date has come today.
The Due list adds a Payments due tab: customers owing more than an amount you choose for longer than the days you set. Click a number to copy it, call, and record what happened (Called, Will come, No answer). RMS does not send SMS or WhatsApp messages itself; you stay in control of how you ask.
Where does the money go when they pay?
Every payment received lands in the day’s cash book, or under card, mobile wallet, bank transfer or any other payment type you add in Settings. At day close you count your notes and coins, and RMS shows if the drawer is short or over. The dashboard shows what customers owe in total at a glance. Amounts show in your own currency, with your symbol, decimals and number grouping.
All of this stays on your own computer and keeps working through power cuts and internet outages. Download the free 14-day trial, no card needed, and move your customer credit off paper this week.