How to make a credit sale in UpeoRetail

A credit sale in UpeoRetail lets a trusted customer take goods now and pay later. You record it against their name, a supervisor approves it, and the amount sits under Receivables until they pay. No receipt is printed at the time. The customer gets an invoice showing what they owe.

Before you start

• The customer must be on the customer list. You cannot sell on credit to a walk-in, because there would be nobody to chase.
• A supervisor must approve it. If you are a supervisor or manager, you approve it yourself as you complete the sale. If not, it goes to the Approvals screen and waits.
• Credit sales do not work offline. UpeoRetail tells you plainly: Credit sales require a supervisor and cannot be completed offline.

Steps

1. Build the sale as normal

Open Sell and add the items the customer is taking, exactly as in how to make a sale.

2. Choose the customer

In the Customer box, search their name, phone number or KRA PIN, and pick them. This is who the debt belongs to.

3. Tick Credit sale

On the right, below the payment methods, tick Credit sale.

If you cannot approve credit yourself, a needs approval badge appears next to it.

4. Give a reason

A box appears reading Reason for credit. Type why this customer is being given credit, for example Regular account customer, pays weekly.

This is worth writing properly. It is what the owner reads later when deciding whether to keep giving this customer credit.

5. Complete the sale

Press Complete.

If you can approve credit, it goes through. If not, the sale is sent for approval and waits for a supervisor to release it from Approvals.

6. Give the customer their invoice

A window opens headed Credit sale recorded, showing the Outstanding balance in amber.

It also says: No fiscal receipt is issued. A KRA receipt prints when payment is received (under Receivables).

Three buttons let you give the customer their copy:

Press Done to close.

What good looks like

• The window says Credit sale recorded and shows the right Outstanding balance.
• The customer appears under Receivables, in Customers owing.
• No receipt printed, because no money changed hands.
• The stock has left your shelves and is recorded against that customer.

When the customer pays

Go to Receivables, find them, and press Collect a payment →. Take the money the same way you would at the till. The KRA receipt prints then, not before.

Full steps are in how to collect money owed to your shop.

If something goes wrong

The Credit sale box is not there. Your shop has not switched on credit selling, or your role cannot reach it. Ask the owner.

Nothing happens when you press Complete. The sale has gone for approval. Find a supervisor, or check the Approvals screen.

You are offline. Credit sales cannot be completed offline. Either take payment now, or wait until the connection is back.

The customer already owes a lot. Check what they owe under Receivables before adding more. The Ageing column shows how long each amount has been outstanding.