How to Create a Due Sale in POS

A "Due Sale" allows you to record a sale where the customer pays only a portion of the total amount at the time of purchase, with the balance to be paid later. This guide will walk you through the steps to create a due sale in your POS system.

Steps to Create a Due Sale:

1. Add Items to the Cart:
   • Begin by scanning or selecting the items the customer wishes to purchase.
   • Ensure all items are correctly listed in the cart with the appropriate quantities.
2. Select the Customer:
   • Before proceeding to payment, you must select the customer.
     
   • If the customer is not already in the system, create a new customer profile and select it.
   • This step is crucial for tracking the due amount and ensuring accurate follow-up.
3. Apply Discounts or Charges (If Applicable):
   • If the customer has any discounts or requires delivery charges, apply them before proceeding.
4. Select the Payment Option:
   • Once the items are added, proceed to the payment screen.
   • Choose the payment method (e.g., cash, credit card, etc.).
5. Enter the Amount Paid:
   • In the payment field, enter the amount the customer is paying at the time of purchase.
     
   • The system will automatically calculate the remaining balance as "Amount Due."
6. Confirm the Sale:
   • Review the details of the transaction, including the items, payment received, and the due amount.
   • Click "Confirm" or "Complete Sale" to finalize the transaction.
7. Provide the Receipt:
   • Print the receipt to the customer, which will show the amount paid, the remaining balance due, and customer details.

Conclusion:

Creating a due sale in your POS system is straightforward. By ensuring the customer is selected and the transaction details are accurate, you can effectively track due payments and maintain clear communication with the customer.