Pharmacy step 7: credit for regular patients

Neighbourhood pharmacies often let regular patients, elderly customers and nearby clinics pay later. In SmartPOS Hub this is an ordinary credit sale or part payment on the customer’s account, with a credit limit to keep it safe.

Sell on credit

1. At the POS, select the customer (search by name or phone, or add them with the + button). Walk-In Customer can’t buy on credit.
2. Add the medicines, units and batches as usual (step 5).
3. Click Credit Sale to put the full amount on account, or Pay and enter only what they pay now.
4. Complete the sale. The receipt shows paid and due.

Collect payments

Open Contacts › Customers, find the patient and use Pay Due Amount each time they pay. Payments reduce the oldest dues first. Their Ledger shows every sale and payment and can be downloaded or e-mailed as a PDF.

Credit limits

Edit the customer and set a Credit Limit. Leave it empty for no limit. A sale that would take the balance over the limit is stopped with a clear message; a manager can raise the limit on the customer.

The full walkthrough with screenshots (20 % now, 50 % later, then the rest): Credit and part payments and Mart step 6: customer credit.

The other side: what you owe distributors

Distributors usually give you credit too. Each supplier’s Pay term and balance show in Contacts › Suppliers; unpaid purchases show as Payment due.

/contacts?type=supplier

Distributors with their pay terms.

Step 8: Expiry returns and write-offs

Customer credit limits and advances