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.
Building Customer Profiles & Purchase History
Create customer records and use their history to spot and reward your best buyers.
The rest of this track
Recording a Credit Sale & Issuing a Sales Invoice
Sell on credit against a customer and produce a clear invoice with the outstanding balance.
Receiving Payments on Credit & Printing a Receipt
Take full or partial payments and print a receipt for the amount paid.
Following Up on Outstanding Balances in Receivables
See exactly who owes what and follow up easily to keep cash flowing.
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.
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.
Explore other tracks
All tutorialsReady 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.
