Skip to content
Try UpeoRetail free for 14 daysGet started
UpeoRetail

Customers & Credit Sales

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

Start with the intro
Coming soon

Building Customer Profiles & Purchase History

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

The rest of this track

Coming soon

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 a Receipt

Take full or partial payments and print a 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.

Coming soon

Customer Statements & Follow-Up Sheets for Collecting Debts

Send a customer their statement, and print a follow-up sheet for each sales person listing the open invoices they need to collect.

Coming soon

Customer Loyalty Points: Earn, Redeem & Bring Them Back

Turn on loyalty, choose what earns points and what does not, and let customers spend their points at the till.

Ready To Put These Into Practice?

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

Free for 14 days. No card needed, no strings attached.