Lite
Trying SellyPOS with a few products
FreeWhat SellyPOS does
Know who owes you, and let good customers buy on credit
Every customer can have a record, a balance and a credit limit of their own. SellyPOS shows who owes you and who you owe, and takes their payments as they come in.
This page is for you, the shop owner, and for the person who works the counter. Many grocery stores let regular customers pay later, and SellyPOS keeps a clear account for each one. You no longer need to remember who owes what.
Start a customer with only a name or a phone number, and fill in the rest when you have it. Decide how much each customer may owe and how many days they have to pay. A credit sale over the limit is stopped, and the screen tells you why, so the sale is not lost.
Money moves both ways on the same account. Receive a payment from the customer's row and the oldest debt goes first, and a refund on a credit sale lowers what is owed before any cash leaves the drawer. Statements show each line and the balance after it, and also list counter sales and purchases from the customer. You can share them on WhatsApp or save them as a PDF.
Find something
Nothing matches “”.
Try a shorter word, or fewer words. You can also browse the sections below.
Highlights
- Set up each customer and their group Add a customer with only a name or a phone number to start Only a name or a phone number is needed to start a customer. The other fields can stay empty until you have them.
- Take a credit sale from start to finish A credit sale over the limit is stopped, and the screen says why The screen shows the limit, what the customer already owes, the room left and how far short they are. The cart stays exactly as it was, so the sale is not lost.
- See who owes you and who you owe See who owes you and who you owe, on one page One list shows your customers, with search and filters for Owe you and You owe. Each filter shows how many customers it holds, and the list is sorted by balance.
- Find customers, and keep their details private Keep customers' personal details from staff who should not see them Staff without the permission do not see a customer's phone, ID, address, email or tax number. The customer's name still shows, so the person can be found.
- Read and share a customer's account Show a customer their full account for a chosen period, on the screen Choose a period, and the account shows the opening balance, each movement and the closing balance. It states who owes whom, so you can answer from the screen.
- Collect what customers owe, and fix mistakes Void a payment entered by mistake, and undo its effect on the balance Voiding reverses the payment's effect on the customer's account. The original payment stays in the record, so the mistake and its correction both show.
In this area
-
Set up each customer and their group
Add a customer with what you have, and put each one in a group such as Wholesale or Dealer. Each group can also have its own discount percentage.
- Add a customer with only a name or a phone number to start
- A phone number belongs to one customer, so no two records clash
- Sort your customers into groups, such as Wholesale or Dealer
-
Find customers, and keep their details private
Find a customer by a few letters of a name, a phone number or a code. Old customers can be archived, and personal details can be kept from staff who should not see them.
- Find a customer by a few letters of their name, their phone or their code
- Archive a customer who has history, and keep their sales and balance
- Keep customers' personal details from staff who should not see them
-
Set how much each customer may owe
A limit can be set for one customer, for a group, or for the whole shop. Each customer also has a credit period in days, which sets when their credit invoices fall due.
- Decide how much each customer may owe, and how long they have to pay
- Decide how much a customer may owe, for one person, a group or the shop
- Stop one customer from buying on credit, even with room under the limit
-
Take a credit sale from start to finish
Credit is only for a named customer. These are the steps a sale follows when a customer buys now and pays later.
- The till will not put a walk-in sale on credit until you name the customer
- A credit sale over the limit is stopped, and the screen says why
- A manager can approve a credit sale over the limit, with the reason kept
-
See who owes you and who you owe
The customers page shows the balance of every customer in one list. Each balance is written in plain words, so you read the answer without working out a sign.
- See who owes you and who you owe, on one page
- See at a glance whether the customer owes you or you owe them
- Start each customer with the balance they already owe from before
-
Read and share a customer's account
Open a customer's account to see every amount owed and paid, in date order. Sales paid at the counter and what you bought from them are listed as well, and you can send the account for any period you choose.
- Amounts a customer owed and paid, in date order, with the balance after each
- See one customer's account line by line, and each payment they made
- Show a customer their full account for a chosen period, on the screen
-
Collect what customers owe, and fix mistakes
Money you receive is written against the customer and lowers what they owe. A payment entered by mistake can be voided, and the original stays on record.
- Record money a customer pays, so their balance goes down
- Take a customer's money from their row, and the oldest debt goes first
- A WhatsApp reminder for an overdue customer, ready to send
-
When goods come back, give the money back the right way
A return on a credit sale lowers the debt first. You can also give store credit instead of cash, with an end date, and the customer spends it later.
- When a customer on credit returns goods, their debt comes down first
- Give store credit instead of cash when a customer brings goods back
- Give store credit with an end date, and spend the soonest-ending first
Once every customer's account sits in one place, you stop keeping it in your head. Look at the Credit page at the end of each week, and send a reminder to anyone who is late. Begin with the customers you trust most, and the rest will follow.