The Credit Sale Payment List interface allows administrators and staff to track, monitor, and manage payments received against credit sales made to customers. It provides real-time visibility into customer balances, overdue settlements, and payment channels.
Filtering Records:
Use the top filter fields to refine your search:
Select Status: Filter by payment status (e.g., Paid, Due).
Select Customer: View dues for a specific customer.
Select Employee: Filter sales by the assigned sales representative.
Select Over Due: Identify accounts past their credit period.
Select Warehouse: Filter transactions by specific branch or warehouse location.
Click the Filter button to apply your selections.
Instant Search:
Enter an invoice reference, credit code, or customer name directly into the Search box to locate a specific entry immediately.
Reviewing the Data Columns:
Each entry displays: Credit Reference, Sale Reference, Date, Warehouse, Total Due, Due Date, Days Remaining, Customer, Employee, Paid Amount, Paid Method, Due Amount, and Status.
Performing Actions:
Click the Action button on the far right of any row to view full payment history, issue receipts, or update record details.