How to Do Credit Settlement & Debtor Management in SalesPlay POS

SalesPlay POS allows businesses to bill customers on Credit, enabling them to receive goods now and pay at a later date. The system tracks outstanding balances and provides multiple ways to settle them through the Debtor Management function in the POS App.

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Step 1: Enable Credit Billing

• Log in to the Back Office Web Portal.
• Select Settings from the main menu.
• Go to Payment Types.
• Click the Credit payment method.
• Toggle the status ON.
• Click Update to save changes.

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Step 2: Perform a Credit Sale

• In the POS App main menu, select New Sale.
• Add items to the cart and click Charge.
• Click the Customer icon to add a customer to the receipt (you can add a new customer or search for an existing one). Once added, the icon will show a tick.
• Select the Credit payment option and click Charge.

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Step 3: Credit Settlement & Debtor Management

3.1 Access Debtor Management

• From the POS App main menu, select Manage Sales.
• Click Debtor Management / Credit Invoice.
• Select the customer from the dropdown menu near All Customers.

3.2 Settle Credit Using Customer Profile

• Open the customer profile from the POS App.
• Select the relevant receipt(s) for settlement. You can choose a single receipt, multiple receipts, or a partial amount from a receipt.
• Enter the settlement amount and select the Payment Type from the dropdown (you can create custom payment types in the Back Office).
• Click Settle to complete the transaction.

3.3 Bulk Credit Settlement

• POS App main menu → Select New Sale → Click the Customer icon.
• Select the customer and go to the Profile section → Click Settle Outstanding.
• Tick Select All to settle multiple receipts at once.
• Select the Payment Type and click SETTLE.
• After settlement, you can print the receipt, email it, or share via messaging platforms.