Customers, credit and receipt vouchers
Profiles with Kuwaiti addresses, selling on account within a limit, and recording what a customer pays back.
A customer profile does three jobs: it holds a delivery address in the form Kuwait actually uses, it carries the purchase history that tells you who your best customers are, and — if you allow it — it carries a credit limit and a running balance. Credit is granted deliberately, behind its own permission, and every payment against the balance goes through a receipt voucher so the statement is always complete.
Open Sales → Customers → New. Enter the name and phone — phone is what the register searches by — and the address as governorate, city, block, street, building, floor and apartment.
To allow purchases on account, set a credit limit. This field only appears for users holding the credit-limit permission; without it, a customer simply cannot buy on credit.
Open a customer to see their orders, total spent, and — when they have credit or an opening balance — a Statement tab: opening balance, every credit sale, every payment, and what is owed today.
When a customer pays down their balance, record it under Cash Management → Receipt Vouchers: pick the customer, the amount, and cash or K-Net. The voucher cannot exceed what they owe.
A customer who always pays different prices can be given their own price list straight from their profile. It applies automatically whenever they are attached to a sale.
Good practice
- Print the statement before a collection call. It lists every invoice and payment — most disputes end when the customer sees it.
- Once a customer has orders, their code is fixed and they cannot be deleted — deactivate instead.