Customers & Credit
Build lasting relationships with your customers. Manage customer records, process credit sales, and track payment collections.
Customer Management
Create and manage customer profiles with complete information:
Personal Details
- Full name
- Phone number(s)
- Email address
- Physical address
Account Settings
- Customer type (regular, VIP, wholesale)
- Credit eligibility
- Credit limit
- Default discount
Customer Types
Regular
Standard customers with normal pricing.
- - Standard prices
- - May qualify for credit
- - Purchase history tracked
VIP
Loyal customers with special benefits.
- - Automatic discounts
- - Higher credit limits
- - Priority notifications
Wholesale
Bulk buyers and business accounts.
- - Wholesale pricing
- - Extended credit terms
- - Volume discounts
Credit Sales
Processing a Credit Sale
- 1Select Customer
Choose a registered customer with credit enabled
- 2Add Items
Add products to the cart as normal
- 3Choose Credit Payment
Select "Credit" as the payment method
- 4Set Due Date
Specify when payment is expected
Credit Limits
PharmaPOS prevents credit sales that would exceed a customer's credit limit. The system shows available credit before completing the sale. Admins can override limits if needed.
Payment Collection
Track and collect payments from credit customers:
Record Payments
- Accept full or partial payments
- Multiple payment methods
- Issue payment receipts
- Auto-update customer balance
View Balances
- Outstanding balance per customer
- List of unpaid invoices
- Aging analysis (30/60/90 days)
- Payment history
Payment Reminders
Automated Notifications
PharmaPOS can send payment reminders to customers:
- SMS reminders before due date
- Overdue payment notifications
- Balance statements via email
- Customizable message templates
Configure reminder schedules and templates in Settings > Notifications.
Customer Reports
Customer List
All customers with contact info and current balances.
Credit Report
All outstanding credit balances and aging analysis.
Top Customers
Highest spending customers by period.
Customer Statement
Detailed transaction history for individual customers.