In your Kyte app 📱
In your Kyte app 📱
Viewing your customer's balance
Viewing your customer's balance
Access the Customers menu
Select the customer in question
Enter the Account tab
In the Account Balance you will have access to the history of payments made on credit, debt payments, credits added and used by that customer
Click the share icon to view the extract. The 10 most recent movements can be shared via WhatsApp, but to view the full report it is necessary to send it via email
All users who have permission to use the credit card will be able to access this data, use the filter to facilitate the visualization of the sales managed by each one and have greater control of the results of your team.
Using the account balance feature
Using the account balance feature
If you work with credit cards, gift certificates or want to offer credits to your customers, take advantage of the Add Credits option.
Once the customer has credits available for use on the account, they will appear in the cart
Select the Customer Balance option
Register the payment
Complete the sale
For customers with a positive account balance, the credit option will not appear in the cart
The account balance, whether positive or negative, will appear on the sales receipt so that your customers can have greater control of their accounts.
Take advantage of the order notes field to record payment dates or debt instalments
Managing pay later results
Managing pay later results
To make it easier to close your cashier and keep better control of debits and credits, use the Payment Method statistics.
Access the Analytics menu
Go to Payment methods to have a more detailed description of the values, as well as for what purpose they were used
On Kyte Web 💻
On Kyte Web 💻
Viewing your customer's balance
Viewing your customer's balance
Access the Customers menu
Select the customer in question
In the Account field, click on See statement, you will have access to the history of payments made on credit, debit payments, credits added and used by that customer
Click Copy Image to see the 10 most recent moves that can be pasted in different apps such as WhatsApp
To see all transactions click Send by email, where you will receive the complete report
All users who have permission to use credit will be able to access this data, use the filter to facilitate the visualization of the sales managed by each one and have greater control of the results of your team
Using the account balance feature
Using the account balance feature
If you work with credit cards, gift certificates or want to offer credits to your customers, take advantage of the Add option.
Once the customer has credits available for use on the account, they will appear in the cart
Select the option Use balance
Confirm by clicking Use balance again
Complete the sale
The account balance, whether positive or negative, will appear on the sales receipt so that your customers can have greater control of their accounts.
Take advantage of the order notes field to record payment dates or debt instalments
Managing pay later results
Managing pay later results
To make it easier to close your cashier and keep better control of debits and credits, use the Payment Method statistics.
Access the Analytics menu
Go to Payment methods to have a more detailed description of the values, as well as for what purpose they were used