Sell on credit from the register (the customer will pay later)

Why it matters

At the counter, a good customer often takes their goods and promises to pay at the end of the week. Written in a notebook, this credit gets lost or disputed. In Genuka, a credit sale is linked to the customer's account: it is invoiced, it has a due date, and it shows in the list of those who owe you money.

Summary

The register (Menu › Sales › Point of Sale) has no "Sell on account" box: it takes payment. Credit is set on the order, with the Sell on account box of the order form. For a sale made at the register, you record it without payment, then switch it to credit from its page. For a credit sale planned in advance, the simplest is to enter it directly in New Order.

Prerequisites

• orders.create to sell at the register, orders.update to edit the order afterwards.
• party_accounts.sell_on_account to sell on credit: without this right, the Sell on account card does not appear in the form.
• An identified customer (an existing customer record or one created during the sale). A credit sale without a customer is refused.
• The customer's account must be active. Their credit terms (Payment term, Authorized outstanding) are set on their page, see "The customer account (tab)".

Steps: start from a register sale

1. At the register, add the products and choose the customer (a required step here).
2. Place order: in the "Amount paid by the customer" window, choose a payment method, clear the suggested amount and enter 0, then Finish. The order is saved with no payment and stock is deducted.
3. Open the order: Menu › Sales › Orders, then the order.
4. Order actions menu: Edit. This entry only exists as long as no payment is recorded on the order.
5. In the Sell on account card, tick The customer takes the goods and will pay later.
6. Payment expected on: enter the date promised by the customer, or leave empty to apply the payment term from their page.
7. Save with the Edit button.

The order is then invoiced immediately, even if nothing is collected, and its amount is added to what the customer owes you. The page shows "Sold on credit" or "On credit — due …".

Steps: enter a credit sale directly

1. Menu › Sales › Orders, create button (New Order).
2. Fill in the customer and the products, then tick Sell on account as above.
3. Create the order. See "Create an order" for the rest of the form.

The day the customer pays

Open the order and click Record Payment: amount (all or part of the balance due), payment method, date. Each payment reduces the customer's debt. If the customer left money in advance, it can also be applied to the invoice from their page, Account tab, with no cash movement.

Where to see what the customer owes

• On their customer page, Account tab: what they owe, the age of their debt and their statement.
• For all customers: Receivables button on the customers list, with the amount due and the overdue share.

Partial payment at the register: this is not a credit sale

At the register, if the customer only pays part and you finish the sale without completing with another payment method, the order keeps a balance to pay. This balance shows on the order and in the "To collect" total of the orders list, but it does not enter the customer's account or the receivables: only a sale marked as credit creates a tracked debt. And since a payment already exists, the order can no longer be edited to switch it to credit.

If the customer wants to pay part right away and the rest later on their tab, first record the sale at 0, switch it to credit, then record their first instalment with Record Payment.

Edge cases and common mistakes

• The "Sell on account" card does not appear. Your role does not have the party_accounts.sell_on_account right. An administrator can add it in Settings › Company › Roles & Permissions.
• The box is greyed out. The order has no customer: "Choose a customer first: an account needs someone to assign it to."
• "Edit" disappeared from the order. A payment is already recorded on it, even a partial one. The sale can no longer switch to credit.
• Sale refused for exceeding the limit. The amount would push the customer over their Authorized outstanding. A manager who has the party_accounts.override_limit right can override it; the excess is then recorded on the order with its author. An authorized outstanding of 0 means "never on credit".
• Error messages in English. Credit sale refusals (no customer, missing right, limit exceeded, closed account) show in English in the French interface, for example "A credit sale requires an identified customer.".
• No date and no term on the customer page. If Payment expected on is empty and the customer has no payment term, the due date is the same day: the debt will show as overdue from the next day.

FAQ

Can I sell on credit directly from the register screen? Not in a single move: the register has no credit option. Record the sale at 0 with the customer, then tick Sell on account when editing the order. Or enter the sale in New Order.

Does an unpaid order count in what the customer owes me? No. Only an order marked Sell on account enters their account and the receivables.

How do I know when the customer has to pay? The Payment expected on date is the due date. It shows on the order, and overdue amounts are read in Receivables.

See also

• Sell from the register (utiliser-caisse-pos)
• The customer account (tab) (compte-client-ardoise)
• Create an order (creer-commande)
• Record a payment (enregistrer-paiement)