Record a sale on credit
Record an unpaid sale as a receivable and review its due date.
In this guide
- Choose Credit
- Review the receivable and due date
- Save and settle later
1. Choose Credit
Add the customer and products, then tap Credit in the payment section. This means that you have not received the sale amount yet.
2. Review the receivable and due date
When Credit is selected, SalesDocks shows that the amount will be recorded without payment. The sale total becomes the credit amount, and the due date is displayed with it.
3. Save and settle later
Tap Save to add the amount to the customer’s receivable balance. After receiving the money, settle the transaction from the customer’s credit history to reduce the receivable.