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How-to scenarios

Credit sale

View as Markdown

Save a bill where the customer pays part now or nothing now, and the balance stays as the customer’s outstanding.

Key features

  • Bill now, collect later
  • Dues show in Collections

Steps

Example: Senthil from Karur buys a bangle for ₹45,000. He pays ₹20,000 now and promises the rest by 15/11/2026.

1

Make the bill

Create the sales bill as usual. See Sales bill.

2

Set the due date

Enter Due Date 15/11/2026 in the header.

3

Record only what he paid

Click Add Receipt and enter ₹20,000. For an unpaid bill, don’t add a receipt.

4

Save

Click Save. The unpaid ₹25,000 stays as Senthil’s balance. It shows in Total Balance in the sales list.

Only give credit to customers you trust. Note the promise date so it shows in Collections.

Collections

Open the Collections page

View outstanding

Open the View outstanding page