Customers & Credit Sales

Your customers are your best growth engine. Build clean profiles, sell on credit with control, and follow up on outstanding balances so you collect what you’re owed.

Start with the intro

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Building Customer Profiles & Purchase History

Create customer records and use their history to spot and reward your best buyers.

The rest of this track

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Recording a Credit Sale & Issuing a Sales Invoice

Sell on credit against a customer and produce a clear invoice with the outstanding balance.

Coming soon

Receiving Payments on Credit & Printing the KRA Receipt

Take full or partial payments and print a compliant receipt for the amount paid.

Coming soon

Following Up on Outstanding Balances in Receivables

See exactly who owes what and follow up easily to keep cash flowing.

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All tutorials

Getting Started Selling & Point of Sale KRA eTIMS & Compliance Inventory & Stock Control Procurement & Suppliers Payments & M-Pesa Staff & Branches Reports & Insights Fashion & Apparel Mode Pharmacy & Chemist Agrovet & Farm Inputs Restaurant, Bar & Café Supermarket & Grocery Weighed & Loose Selling Electronics & Mobile Hardware & Building

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Start your UpeoRetail account and run sales, stock, payments and reports the smart way.

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