Payments and returned cylinders
Not every visit is a sale. Customers also pay what they owe, and bring back empty cylinders.
Collect a payment
Use this when a customer pays off some or all of what they owe.
- Open Collect payment (menu, Quick actions), or tap Collect on the outstanding card on Home.
- Choose the customer. You will see what they owe.
- Type the amount and the mode of payment.
- Save. The balance goes down by that amount and a payment receipt is available to print or share.
If a customer pays more than they owe, the extra is kept as credit in their favour and shows as a negative balance.
Tip: Collect payments in the app rather than adjusting a customer's opening balance. Then your daily cash and your reports stay correct.
Empties back
Use this when a customer brings back empty cylinders without buying anything.
- Open Empties back (menu, Quick actions).
- Choose the customer, the cylinder size and how many empties they returned.
- Save.
The number of cylinders the customer holds goes down, and your empty stock goes up. You can also record empties at the same time as a sale, in the Empty Cylinders Returned box.
Reminders
On the customer's page, tap the WhatsApp button to send a reminder about what they owe. On Home, Cylinders with customers lists everyone who is holding cylinders, each with a reminder button.
Where to find what you recorded
Every payment and return appears in the customer's history and on the Daily sheet for that day.