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Stock & PurchasesLimits, terms & alerts

Customer Credit Control

Customer credit with limits.

Set credit limits and payment term days per customer. Credit alert reports flag accounts over limit or overdue. Opening balances import legacy khaata books.

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What problem it solves

Wholesalers extend unlimited credit until cash flow collapses. No system warns when a dealer crosses safe limits.

Best for

Wholesalers and shops with regular udhaar customers.

How it works

  1. Set credit limit and term days on customer profile.
  2. Sales on credit update balance; settlements reduce it.
  3. Credit alerts report lists limit and term breaches.
  4. Balance corrections handle legacy book adjustments.

Key highlights

Credit limit and term daysWholesaler vs retail customer flagsCustomer default discount rulesCredit alerts and balance ledger reports

Offline behavior

Fully offline,credit data stored locally.

Related features

See this feature in a demo

We can show this workflow using sample data matched to your retail, grocery, pharmacy, or wholesale setup.