Keep the relationship attached

Customers and payments

Store customer details, price levels, sales history, invoices, payments, credits, statements, and balances in one place.

  • Customer profiles and sales history
  • Deposits, partial payments, credits, and statements
  • Loyalty points earned and redeemed at the till
Customers and payments

Mwongozo wa kina

Customer context is available during the sale and remains connected after checkout.

Useful at the moment of sale

Add a walk-in customer only when the relationship matters, or choose an existing account to apply its contact details and price level. The cashier sees what is needed for the transaction without navigating away from checkout.

  • Keep phone, email, address, tax, and account references
  • Review previous sales and open documents
  • Use customer-specific pricing where configured
  • Send or print documents with the correct identity

Payments stay tied to documents

Record a full payment, deposit, partial settlement, or credit. Faida allocates the amount to the sales record so the remaining balance and payment history can be explained later.

Reward the customers who come back

Where loyalty is switched on, a customer can be enrolled at the counter in the time it takes to take their name, and their card scanned on the next visit. Points accrue on the sales they actually paid for and are redeemed against a later bill, with the redemption shown on the sale rather than settled off the books.

Statements built from real activity

Customer statements and aging are generated from invoices, returns, credits, and payments. Owners can follow up on overdue balances while preserving the detailed trail the customer or bookkeeper may ask to see.

Endelea kuchunguza

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