Manage customer credit and payments
Keep what was sold, what was paid and what is still owed separate.
- Open Insights → Customers. Create or select the customer account and review their credit limit and terms.
- Use that customer on a credit sale. Confirm the amount paid now and the amount left outstanding.
- When money arrives, record a full or partial payment against the appropriate credit tabs. Check the remaining balance.
- Share an account statement or payment receipt. Review overdue tabs, agreements and follow-up letters before taking further action.