Credit / Debts

Selling on credit from the point of sale#

1. At the Point de Vente (point of sale), fill the basket.
2. Click ⚠ Crédit [Ctrl+D] or press Ctrl+D. The 💳 Créer une Dette (create a debt) window shows the total and the number of products.
3. Fill in the fields (table below).
4. Click 💳 Confirmer la Dette (confirm the debt). The message Dette créée (debt created) summarises the total, the down payment and the balance.

A credit sale is a real sale: the stock is deducted (FEFO) and the sale appears in the statistics with the payment method Crédit. If even one line is short of stock, nothing is recorded.

The Crédits / Dettes page#

• Two cards: Total Restant (DA) (total outstanding) and Total Dettes (DA) (total debts), calculated on the rows displayed.
• The 🔍 Rechercher par nom, téléphone... (search by name, phone) search covers the surname, first name, phone and identity card.
• Filter: Toutes (all), En cours (open), Soldée (settled).
• Columns: ID, Nom, Prénom, Téléphone, Total, Payé, Restant (in red if something is still owed), Statut, Date (paid, outstanding, status).

Recording a payment#

1. Search for the customer and select their debt.
2. Click 💵 Payer (pay): the window recalls the total, the amount already paid and the balance.
3. In 💵 Montant à payer (DA): (amount to pay), enter the sum received (the balance is suggested and cannot be exceeded). 📝 Remarques: is optional.
4. Click 💵 Payer for a partial payment, or ✅ Solder entièrement (settle in full) to pay off the whole balance.
5. The message Paiement enregistré (payment recorded) shows the status; when the balance reaches zero, the debt changes to Soldée.

Payment details and history#

📋 Détails (details, or double-click the row) shows the debtor's identity, the date, the total, the amount paid, the balance, the status, the list of products taken on credit (📦 Produits) and the 💵 Historique des paiements (payment history) with the date, the amount and the user who entered it.

Deleting a debt#

🗑️ Supprimer (delete) permanently erases the debt and its payment history, after confirmation. The stock is not returned and the linked sale is not deleted. Keep this for correcting a debt entered by mistake; a paid debt is closed with ✅ Solder entièrement so that a record is kept.

Following up debts#

• The dashboard shows the red box ⚠ TOTAL DES DETTES NON PAYÉES (total unpaid debts) with the total outstanding and the 10 largest debtors as long as a debt is open.
• The debtor is entered as free text, with no link to the Clients / Patients records. Always write the name the same way and note the phone number so you can find all of one person's debts.
• Filter on En cours and sort by date to spot the oldest ones.