Help centre · Step-by-step manual
Customer credit book
Choose the appropriate workspace and branch. Your plan, enabled modules and team permissions determine which actions are available.
41.10 The credit book and reminders
- Settings → Credit book: switch on; the days to pay (30 by default), a default limit and whether going over it warns or blocks at the till, the payment details your statement shows, and the reminders (off until you switch them on).
- Customers → Credit book: everyone who owes, overdue, the age of the debt (0–30, 31–60, 61–90, 90+), the last payment and reminder. A customer's page: a note (“called, will pass by”), a promise to pay on a day, the statement link, Take a payment.
- Reminders to send: today's WhatsApp list — one tap per customer opens the prefilled message on your phone. E-mails go by themselves to customers who gave an address. Three polite tones (friendly, firm, final), never in quiet hours, stopping after 4 reminders.
- Collections (Reports): collected by day and cashier, reminders sent and how many paid after one, promises kept and missed.
Plans: Cashier and up, online and in the PosMasr Cloud till app; since 7 October also in the program on your PC from Silver — see 42.16. WhatsApp is never sent by itself, and there are no SMS. More: Collect what you're owed, politely · Selling on credit
On this screen
Online · Credit book
Everyone who owes you: since when, how late, and what happened last. Reminders go out politely, by e-mail or from your own WhatsApp.
Reminders to send · Collections · Owed to you · customers · Overdue · Name or phone · Everyone who owes · Promised to pay · Over their limit · No reminders · Show · Clear · Print · Nobody owes you anything right now.
Online · Customer account
This customer gets no reminders (their wish or yours). Change it under Contact below.
A link the customer pays on Paymob's page; the payment is booked on their account by itself, once Paymob confirms it.
Empty = the shop's limit; 0 = no credit for this customer.
Credit book · Print the slip · Send the slip on WhatsApp · Overdue · Credit limit · No limit · Promised for · Remind · The message the customer would get · It is quiet hours now: send this after they end. · Send on WhatsApp · No phone number for WhatsApp. · Statement link · Open
Online · Reminders to send
One tap each: the message opens in WhatsApp on this device and the reminder is marked sent. Or snooze it, note a promise, or skip.
Credit book · To send · Build today's list now · Nothing to send right now. · Promised day passed · Send on WhatsApp · Sent already · Snooze 3 days · Skip · Promised to pay on… · Amount · Save · Done today · Customer
Online · Collections
Credit book · From · To · Paid within (days) · Show · Print · Collected · Cash · Card · Reminders sent · Paid after reminders · Promises to pay · By cashier · Taken by
Online · Credit book · 2
Who owes you, since when, and polite reminders that go out by themselves (e-mail) or with one tap each (your own WhatsApp). Nothing shows or is sent until you switch it on.
Shows the book, the list and the collections report to those with the credit right.
How long a sale on account may wait before it is late (each customer may have their own).
Empty = no limit. Each customer may have their own.
Offline the till uses the balance it knows; the server never refuses a sale the till already made offline.
Shown on the statement: bank, IBAN, payment app, wallet… as you write it.
E-mails go by themselves; WhatsApp ones wait on the list for one tap each, and you get one note a day.
The last one uses the final tone; the count starts again when the account is paid.
Credit book and reminders · Terms and limits · Terms (days to pay) · Credit limit · Empty = no limit. Each customer may have their own. · Over the limit at the till · Warn the cashier · Refuse the sale on credit · How customers can pay you · Reminders · Prepare reminders every day · Days before the due day (0 = none) · A friendly note ahead of the day. · On the due day
Desktop · Credit book
One tap each: the message opens in WhatsApp on this device and the reminder is marked sent. Or snooze it, note a promise, or skip.
In PosMasr Online, the credit book is on the web app. · The credit book is kept on the main till. · Name or phone · All ages · Customer · Phone · Owed · Overdue · Oldest unpaid · Days overdue · Last payment · Last reminder · Promised for · Credit limit
Desktop · Customer account
Empty = the shop's limit; 0 = no credit for this customer.
Still to pay · Date · What · Due · Left to pay · History · When · By · Credit limit · Empty = the shop's limit; 0 = no credit for this customer. · Terms (days to pay) · Save the limit and terms · The message the customer would get · Send on WhatsApp
Desktop · Credit book settings…
Empty = no limit. Each customer may have their own.
Shown on the statement: bank, IBAN, payment app, wallet… as you write it.
Reminders by e-mail, the customer's own statement link and the daily note to the owner need PosMasr Online. On this PC the cashier sends each reminder on WhatsApp, one tap each.
Terms and limits · Terms (days to pay) · Empty = no limit. Each customer may have their own. · Credit limit · Warn the cashier · Refuse the sale on credit · Over the limit at the till · How customers can pay you · Reminders · Prepare reminders every day · Days before the due day (0 = none) · On the due day · When late: every … days · Stop after … reminders
