How to Record a Debt on the Debt Book (Desktop)
The Debt Book feature helps you manage credits given to customers and track repayment easily. Here’s how to record a new debt.
Steps to Record a Debt
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Step 1: Go to the Homepage.
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Step 2: On the side menu bar, click Debt Book.
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Step 3: Select the customer you want to give credit to.
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Step 4: Beside the customer’s name, click Give.
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Step 5: Enter the credit amount.
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Step 6: Select the payment method (Cash, POS, or Transfer).
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Step 7: Enter the date and due date for repayment.
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Step 8: Add a comment (optional).
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Step 9: Enable Reminder to send payment reminders for swift recovery.
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Step 10: Click Credit to finish.
Troubleshooting
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Customer not showing on the list: Make sure the customer is already added to your Debt Book. If not, add them first.
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Reminder not sending: Check that you have notifications enabled in your settings and ensure you’re connected to the internet.
FAQs
Q: Can I give credit to a new customer directly?
A: No, you must first add the customer to your Debt Book before recording a debt.
Q: What happens when the debt is paid?
A: You can record the deposit under the customer’s profile to reduce or clear the debt.