Business
Customers and account balances
In this page
Customers shows the till's account customers: what each owes, their limit, receipts, payments and calls. The till is the one record; Isletek reads it through the shop PC.
Who can see Customers
Managers and shop admins always see and change everything. Anyone else needs View or View and change from the shop admin in Who can see Customers. View lets you see customers and work the call list; View and change also takes payments, changes customers and sends statements.
The lists
Owing: customers who owe money.
Over their limit: customers past their credit limit.
Not paid in 60 days: the number follows your settings.
Calls to make: who to call today.
All customers has chips for In credit and Stopped. Find a receipt finds a sale by its number.
A stopped account (inactive in the till) is in no list, search or total, whatever it owes. To see them, open Stopped or choose Show stopped accounts too in the Customer column's filter; they still count in no total.
One customer
A customer's page shows their details, the limit bar, the statement, receipts, payments, calls and notes. A manager can press ⋯ › Stop the account, or Make active again; nothing is deleted. Write facts only in notes: a customer can ask to see them.
Take a payment
Press Take a payment, enter the amount, how they paid and the date. It goes to the till at once, or when the shop PC is back. Once it is on the till, reverse it in Semtek.
Receipts and statements
Open a receipt to see or email it. Send statements emails each customer who chose statements by email.
Log a call
Press Log a call to note what was said. A promise to pay keeps its date; if no payment comes, they come back on Calls to make. Give to someone hands a list of calls to a person as one task. Call between 8am and 9pm.
Don't chase
A manager can mark a customer Don't chase, with a reason such as hardship or bereavement. They never appear on Calls to make.